Get the free Surviving Spouse Election for Return of Participant Contributions. PBGC

Q Surviving Spouse Election for Return of Participant Contributions Pension Benefit Guaranty Corporation. P.O. Box 19153 Washington, DC 200360153 PGC Form 714 Approved OMB 12120055 Expires 11/30/02

How to fill out surviving spouse election for

How to fill out surviving spouse election for

1. Step 1: Obtain the surviving spouse election form from the appropriate authority, such as the social security office or the employer's HR department.
2. Step 2: Fill out the personal information section of the form, including your full name, Social Security number, and contact details.
3. Step 3: Provide information about the deceased spouse, including their full name, Social Security number, and date of death.
4. Step 4: Indicate your choice to elect survivor benefits by checking the appropriate box on the form.
5. Step 5: If you have dependent children, specify their names and ages in the relevant section.
6. Step 6: Include any additional documents required, such as a copy of the deceased spouse's death certificate.
7. Step 7: Review the completed form to ensure accuracy and sign it.
8. Step 8: Submit the form to the designated authority either in person, by mail, or online as specified.

Who needs surviving spouse election for?

1. A surviving spouse who wishes to claim survivor benefits after the death of their partner needs the surviving spouse election form.
2. It is also required by individuals who want to ensure they receive the appropriate benefits and financial support after their spouse's passing.
3. Furthermore, those with dependent children who rely on the deceased spouse's benefits may need to make this election.
4. The surviving spouse election is typically applicable in cases where a deceased spouse was receiving retirement benefits or had accumulated credits under a retirement plan.

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