Get the free 459-469 IAP Pre-retirement Designation of Beneficiary Packet 12-22-16 V2.indd - oregon

11410 SW 68th Parkway, Tigard OR 97223 Mailing Address PO Box 23700, Tigard OR 972813700 Toll free 8883207377 fax 5035980561 Website http://oregon.gov/persIAP: Retirement Designation of Beneficiary

How to fill out 459-469 iap pre-retirement designation

How to fill out 459-469 iap pre-retirement designation

1. Step 1: Obtain Form 459-469 IAP Pre-Retirement Designation from the relevant authority or download it from their official website.
2. Step 2: Read the instructions provided on the form carefully to understand the requirements and process for filling it out.
3. Step 3: Gather all the necessary information and documents, such as personal details, retirement plan information, and beneficiary information.
4. Step 4: Start filling out the form by entering your personal details in the designated sections, including your name, address, social security number, and contact information.
5. Step 5: Proceed to the retirement plan information section and provide the necessary details, such as the name of the plan, plan number, and any other required information.
6. Step 6: If you have any designated beneficiaries, fill out the beneficiary information section by providing their names, addresses, social security numbers, and relationship to you.
7. Step 7: Review the completed form to ensure all the information is accurate and complete.
8. Step 8: Sign and date the form in the designated spaces.
9. Step 9: Submit the filled-out form to the relevant authority as instructed, either by mail or online submission.
10. Step 10: Keep a copy of the filled-out form for your records.

Who needs 459-469 iap pre-retirement designation?

1. Employees who are nearing retirement and have an individual account plan (IAP) may need to fill out Form 459-469 IAP Pre-Retirement Designation.
2. This form is required for individuals who want to designate beneficiaries for their IAP accounts in case of their death.
3. It allows individuals to ensure that their retirement funds are distributed according to their wishes and to provide financial security for their chosen beneficiaries.
4. Those who are unsure whether they need to fill out this form should consult the relevant authority or their retirement plan administrator for guidance.

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What is 459-469 iap pre-retirement designation?

The 459-469 iap pre-retirement designation is a form used to designate beneficiaries for your retirement account in the event of your death before retirement.

Who is required to file 459-469 iap pre-retirement designation?

Employees who are enrolled in the retirement plan and wish to designate beneficiaries for their account are required to file the 459-469 iap pre-retirement designation form.

How to fill out 459-469 iap pre-retirement designation?

To fill out the 459-469 iap pre-retirement designation form, you will need to provide information about yourself, your beneficiaries, and the percentage of the account each beneficiary should receive.

What is the purpose of 459-469 iap pre-retirement designation?

The purpose of the 459-469 iap pre-retirement designation form is to ensure that your retirement account assets are distributed according to your wishes in the event of your death.

What information must be reported on 459-469 iap pre-retirement designation?

The 459-469 iap pre-retirement designation form requires information such as your name, beneficiary names, relationship to beneficiaries, and percentage of the account each beneficiary should receive.