Get the free PERA Beneficiary Designation Form.pdf - New Mexico State Judiciary

P PUBLIC EMPLOYEES RETIREMENT T A ASSOCIATION OF N EW ME XICO P.O. Box 2123, Santa Fe, New Mexico 87504-2123 (505) 476-9300 voice (800) 342-3422 Toll-Free www.pera.state.nm.us BENEFICIARY DESIGNATION

How to fill out pera beneficiary designation formpdf

How to fill out pera beneficiary designation formpdf:

1. Download the pera beneficiary designation formpdf from the official PERA website or obtain a physical copy from your PERA plan administrator.
2. Begin by providing your personal information, including your full name, address, and contact details, in the designated fields on the form.
3. Identify the PERA plan or account for which you are designating beneficiaries. This may include information such as the plan name, account number, or other identifying details.
4. Specify each beneficiary by providing their full name, social security number or other identifying information, and their relationship to you (e.g., spouse, child, sibling).
5. Indicate the percentage or specific amount of the benefit you would like each beneficiary to receive. Ensure that the total distribution percentages or amounts add up to 100%.
6. If desired, you may name contingent beneficiaries, who will receive the benefits in case the primary beneficiaries are unable to do so.
7. Sign and date the form, affirming that the information provided is accurate and that you have the authority to make beneficiary designations for the specified PERA plan or account.
8. Retain a copy of the completed pera beneficiary designation formpdf for your records, and submit the original to your PERA plan administrator.

Who needs pera beneficiary designation formpdf:

1. Individuals who have a PERA plan or account and wish to designate beneficiaries for their retirement benefits.
2. Any PERA member who wants to ensure that their retirement benefits are distributed according to their wishes after their passing.
3. PERA plan participants who have experienced changes in their personal circumstances, such as marriage, divorce, birth, or death, and need to update the beneficiaries designated for their plan.

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What is pera beneficiary designation formpdf?

The PERA beneficiary designation form is a document that allows individuals participating in a PERA (Public Employees' Retirement Association) plan to designate who will receive their benefits in the event of their death. It is a PDF file format that can be downloaded and filled out electronically.

Who is required to file pera beneficiary designation formpdf?

All participants in a PERA plan are required to file a beneficiary designation form. This includes current employees, retirees, and any individuals who have accumulated PERA funds.

How to fill out pera beneficiary designation formpdf?

To fill out the PERA beneficiary designation form, you can open the PDF file using a PDF reader program. Then, you will need to provide your personal information, such as your name, Social Security number, and contact details. You will also need to specify the percentage or amount of your benefits that you want to allocate to each beneficiary. Once you have completed the form, you can save it and submit it as instructed by your PERA plan administrator.

What is the purpose of pera beneficiary designation formpdf?

The purpose of the PERA beneficiary designation form is to ensure that your retirement benefits are distributed according to your wishes in the event of your death. By designating beneficiaries, you can specify who will receive your benefits and in what proportions. This form allows you to have control over the distribution of your retirement assets.

What information must be reported on pera beneficiary designation formpdf?

On the PERA beneficiary designation form, you will need to report your personal information, such as your full name, Social Security number, and contact details. Additionally, you will need to provide the names and relationship details of your chosen beneficiaries. You will also need to specify the percentage or amount of benefits each beneficiary should receive.