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Get the free Beneficiary Changes/Restrictions Due to Divorce - Oregon.gov - oregon

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This document outlines the procedures for making beneficiary changes or restrictions for Tier One/Tier Two members of PERS due to divorce.
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Beneficiary changes/restrictions due to refer to modifications or limitations on who can receive certain benefits or assets. These changes or restrictions may be implemented to ensure that the beneficiaries align with certain criteria or conditions.
The individuals or entities who have the authority and responsibility to manage and administer the benefits or assets are typically required to file beneficiary changes/restrictions. This could include trustees, administrators, or executors of an estate.
The specific process for filling out beneficiary changes/restrictions due to would depend on the applicable rules and requirements of the governing authority. Generally, it would involve completing the necessary forms or documentation, providing the requested beneficiary information, and submitting the filing to the appropriate entity or office.
The purpose of beneficiary changes/restrictions due to is to ensure that the intended beneficiaries of certain benefits or assets are properly identified and meet the specified criteria. These changes or restrictions help safeguard the distribution of assets or benefits according to the wishes of the grantor, testator, or governing rules.
The specific information that must be reported on beneficiary changes/restrictions due to can vary depending on the governing rules or requirements. However, it typically includes the names of the beneficiaries, their relationship to the grantor or testator, any applicable conditions or restrictions, and the effective date of the changes.
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