Get the free PERS Alternate Payee Benefit Application - Oregon.gov - oregon

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11410 SW 68th Parkway, Tigard OR 97223 Mailing Address PO Box 23700, Tigard OR 972813700 Toll free 8883207377 fax 5035980561 Website http://oregon.gov/persPERS Alternate Payee Benefit Application

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How to fill out pers alternate payee benefit

01

Step 1: Obtain a copy of the Pers Alternate Payee Benefit form.

02

Step 2: Fill in your personal information, such as your name, address, and contact details.

03

Step 3: Provide the necessary details of the alternate payee, such as their name and relationship to you.

04

Step 4: Indicate the percentage or amount of the benefit that the alternate payee is entitled to receive.

05

Step 5: Sign and date the form.

06

Step 6: Submit the completed form to the appropriate authority or department handling Pers Alternate Payee benefits.

Who needs pers alternate payee benefit?

01

Anyone who wishes to designate an alternate payee to receive Pers benefits in the event of their death or incapacity.

02

This can be beneficial for individuals who want to ensure that their retirement benefits go to a specific person or entity.

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What is pers alternate payee benefit?

The pers alternate payee benefit is a benefit paid to an alternate payee who has been designated to receive all or a portion of the pension benefits of a former plan participant.

Who is required to file pers alternate payee benefit?

The alternate payee or their legal representative is required to file the pers alternate payee benefit.

How to fill out pers alternate payee benefit?

The pers alternate payee benefit can be filled out by providing all the necessary information regarding the alternate payee and the amount of benefit to be received.

What is the purpose of pers alternate payee benefit?

The purpose of pers alternate payee benefit is to ensure that the designated alternate payee receives their share of the pension benefits.

What information must be reported on pers alternate payee benefit?

The pers alternate payee benefit form must include information about the former plan participant, the alternate payee, and the amount of benefit payment.

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