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Alternate Payee Distribution Request 401(a) Plan Refer to the Alternate Payee Distribution Guide while completing this form. Use blue or black ink only. CCO ERA 401(A) Plan 9872101 Alternate Payee

How to fill out alternate payee distribution request

How to fill out an alternate payee distribution request:

1. Obtain the necessary form: Begin by obtaining the alternate payee distribution request form from the appropriate source. This could be your employer's human resources department, a retirement plan administrator, or a financial institution.
2. Provide personal information: Fill out your personal information accurately and completely on the form. This typically includes your name, address, social security number, and contact details.
3. Indicate the retirement plan: Specify the details of the retirement plan from which you are seeking an alternate payee distribution. This may include the plan name, account number, and any other identifying information.
4. State the alternate payee information: Clearly provide the details of the alternate payee who will receive the distribution. This can be a former spouse, dependent child, or another individual entitled to receive a portion of your retirement benefits. Include their name, address, and social security number.
5. Specify the distribution amount: Indicate the specific amount or percentage of the retirement benefits that the alternate payee is entitled to receive. Some plans may require a specific dollar amount or a percentage, so make sure to follow the instructions provided.
6. Choose the distribution method: Select the preferred method of distribution for the alternate payee. This can typically be in the form of a lump sum payment, a direct rollover into an individual retirement account (IRA), or in periodic payments over a period of time.
7. Provide any additional documentation: If required, attach any supporting documentation, such as a copy of the divorce decree or court order that establishes the alternate payee's entitlement to the retirement benefits.

Who needs an alternate payee distribution request:

1. Divorced individuals: Those who have gone through a divorce and have a court order or divorce decree that grants a portion of their retirement benefits to their former spouse or dependent children.
2. Individuals with beneficiary designations: People who have designated someone other than their spouse as the primary beneficiary for their retirement benefits and wish to allocate a portion to that alternate payee.
3. Dependent children or other dependents: Individuals who have dependent children or other dependents who are entitled to receive a portion of their retirement benefits according to a legal agreement or court order.

Remember, it is essential to consult with a legal professional or a financial advisor to understand the specific requirements and implications of filling out an alternate payee distribution request based on your unique situation.

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What is alternate payee distribution request?

An alternate payee distribution request is a form that allows a non-member to request a distribution from a retirement plan or pension fund.

Who is required to file alternate payee distribution request?

Any individual who is designated as an alternate payee in a retirement plan or pension fund is required to file an alternate payee distribution request.

How to fill out alternate payee distribution request?

To fill out an alternate payee distribution request, the individual must provide personal information, details of the retirement plan, and specify the distribution amount requested.

What is the purpose of alternate payee distribution request?

The purpose of an alternate payee distribution request is to provide a non-member with access to funds accumulated in a retirement plan or pension fund.

What information must be reported on alternate payee distribution request?

The alternate payee distribution request must include personal information, details of the retirement plan, and the amount requested for distribution.