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City of Philadelphia Deferred Compensation Plan Alternate Payee Distribution Form Alternate Payee & Plan Participant Information Participant Name:Participant SSN or Account #:Alternate Payee Name:Alternate
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How to fill out alternate payee distribution form

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How to fill out alternate payee distribution form

01
Step 1: Obtain the alternate payee distribution form from the relevant institution or organization.
02
Step 2: Read the instructions carefully to understand the requirements and the information needed to fill out the form.
03
Step 3: Provide personal details of the alternate payee, such as name, address, and contact information.
04
Step 4: Indicate the account details from which the distribution will be made, including the account number and type of account.
05
Step 5: Specify the distribution amount or percentage that the alternate payee is entitled to receive.
06
Step 6: If applicable, provide any additional instructions or requirements for the distribution.
07
Step 7: Review the completed form to ensure accuracy and completeness.
08
Step 8: Sign and date the form as required.
09
Step 9: Submit the form to the appropriate office or department as instructed.

Who needs alternate payee distribution form?

01
Anyone who is designated as an alternate payee and is entitled to receive a distribution from a particular account or fund may need to fill out an alternate payee distribution form. This could include divorced or separated spouses, dependents, or beneficiaries named in a legal document, such as a court order or qualified domestic relations order (QDRO). It is best to consult the relevant institution or organization to determine if an alternate payee distribution form is required.
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The alternate payee distribution form is a document used to request the distribution of funds from a retirement plan to an alternate payee, typically a former spouse or dependent.
The alternate payee, typically a former spouse or dependent, is required to file the alternate payee distribution form.
The form typically requires the alternate payee to provide their personal information, details of the retirement plan, and the amount to be distributed.
The purpose of the alternate payee distribution form is to request the distribution of funds from a retirement plan to an alternate payee as part of a divorce settlement or court order.
The form typically requires details such as the alternate payee's name, address, social security number, the amount to be distributed, and details of the retirement plan.
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