Get the free CO-931 Designation of Retirement System Form - ct

STATE OF CONNECTICUT OFFICE OF THE STATE COMPTROLLER RETIREMENT SERVICES DIVISION DESIGNATION OF RETIREMENT SYSTEM-TIER-PLAN-BENEFICIARY CO-931 REV. 12/2011-Page 1 of 3 General Instructions: This

How to fill out co-931 designation of retirement

How to fill out co-931 designation of retirement:

1. Start by obtaining the co-931 form from your employer or the relevant retirement authority. This form is typically used to designate the beneficiaries or beneficiaries of your retirement funds or benefits.
2. Provide your personal information, including your full name, address, Social Security number, and contact details. Ensure that all information is accurate and up to date.
3. Indicate the type of retirement plan or program you are enrolled in. This may include a defined benefit plan, a 401(k), a pension plan, or any other retirement program offered by your employer.
4. Designate your primary beneficiary or beneficiaries. This is the person or persons who will receive your retirement benefits upon your death. Include their full names, relationship to you, and their contact information.
5. If you wish to designate a contingent beneficiary or beneficiaries, provide their information as well. Contingent beneficiaries would receive the retirement benefits if your primary beneficiary predeceases you or is unable to claim the benefits for any reason.
6. Review the form thoroughly to ensure all information provided is accurate and complete. Make any necessary corrections or additions before submitting it.
7. Once you have filled out the form, sign and date it. Some forms may require the signature of a witness or notary public, so make sure to follow any additional instructions provided.

Who needs co-931 designation of retirement:

1. Employees who are enrolled in a retirement plan provided by their employer may need to fill out the co-931 designation of retirement. This form allows them to specify who will receive their retirement benefits upon their death.
2. Retirees who are currently receiving retirement benefits can also use this form to update or change their designated beneficiaries. Life circumstances may change, such as marriage, divorce, or the birth of children, making it necessary to update beneficiary information.
3. Individuals who have recently retired or are planning for retirement and want to ensure their retirement benefits are distributed according to their wishes can also use the co-931 designation of retirement form.

It is important to consult with your employer or retirement authority to determine the specific requirements and procedures for filling out and submitting the co-931 designation of retirement form.

For pdfFiller’s FAQs

What is co-931 designation of retirement?

Co-931 designation of retirement is a form used to designate retirement status for tax purposes.

Who is required to file co-931 designation of retirement?

Individuals who have retired and want to declare their retirement status for tax purposes are required to file co-931 designation of retirement.

How to fill out co-931 designation of retirement?

To fill out co-931 designation of retirement, individuals need to provide their personal information, retirement date, and any other required details as per the form instructions.

What is the purpose of co-931 designation of retirement?

The purpose of co-931 designation of retirement is to inform the tax authorities about an individual's retirement status and potential impact on their tax obligations.

What information must be reported on co-931 designation of retirement?

Information such as personal details, retirement date, and any other relevant information as outlined in the form instructions must be reported on co-931 designation of retirement.

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