Get the free Alternate Payee Estimate Request - State of Oregon - oregon
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11410 SW 68th Parkway, Tigard OR 97223 Mailing Address PO Box 23700, Tigard OR 97281-3700 Phone 503-598-7377 toll-free 888-320-7377 Fax 503-598-0561 website http://oregon.gov/pers Alternate Payee
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What is alternate payee estimate request?
The alternate payee estimate request is a document that is used to request an estimate of payee information for an individual who is receiving or has received benefits from a retirement plan as a result of a qualified domestic relations order (QDRO).
Who is required to file alternate payee estimate request?
The alternate payee estimate request should be filed by the alternate payee, who is the individual receiving or entitled to receive benefits from a retirement plan through a QDRO.
How to fill out alternate payee estimate request?
To fill out the alternate payee estimate request, you will need to provide relevant information such as your name, contact details, social security number, details of the retirement plan, and any other required information specified on the form.
What is the purpose of alternate payee estimate request?
The purpose of the alternate payee estimate request is to obtain an estimate of the benefits that the alternate payee may receive from a retirement plan as a result of a qualified domestic relations order.
What information must be reported on alternate payee estimate request?
The alternate payee estimate request typically requires information such as the alternate payee's personal details (name, address, social security number), details of the retirement plan, the QDRO information, and any other relevant information specified on the form.
When is the deadline to file alternate payee estimate request in 2023?
The deadline to file the alternate payee estimate request in 2023 may vary depending on the specific requirements of the retirement plan and the relevant jurisdiction. It is advisable to consult the plan administrator or seek legal advice to determine the exact deadline for filing.
What is the penalty for the late filing of alternate payee estimate request?
The penalties for the late filing of an alternate payee estimate request can vary depending on the specific rules and regulations of the retirement plan and the jurisdiction. It is recommended to consult the plan administrator or seek legal advice to understand the potential penalties for late filing.
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