NM ERB Form 42 2018 free printable template

Rev. 09/18Beneficiary DesignationForm 42Fill out form using blue or black ink only. Forms with whiteout will be rejected. See instructions. Return completed form(s) to: PO Box 26129 Santa Fe, NM 875021(866)6912345

How to fill out NM ERB Form 42

How to fill out NM ERB Form 42

1. Begin by downloading the NM ERB Form 42 from the official website.
2. Fill in your personal information including your full name, address, and contact details.
3. Indicate your position title and the agency you are associated with.
4. Provide your Social Security Number (SSN) or Employee Identification Number (EIN).
5. Specify the retirement plan or benefit type related to your request.
6. Complete any additional sections as required, including dependent information, if applicable.
7. Review the form for accuracy and completeness.
8. Sign and date the form at the designated sections.
9. Submit the completed form to the appropriate ERB office either by mail or electronically, as instructed.

Who needs NM ERB Form 42?

1. Employees of the State of New Mexico who are members of the Educational Retirement Board (ERB).
2. Individuals seeking benefits or retirement information related to their employment.
3. Those who need to update personal information or retirement plan details.

People Also Ask about

What is a DD 2656 1?

PRINCIPAL PURPOSE(S): To establish a Survivor Benefit Plan election for the eligible former spouse of a servicemember. ROUTINE USE(S): To former spouses for purposes of providing information, consistent with the requirements of 10 U.S.Code, Section 1450(f)(3), regarding Survivor Benefit Plan coverage.

What happens to military retirement pay after death?

Military retired pay stops upon death of the retiree! The Survivor Benefit Plan (SBP) allows a retiree to ensure, after death, a continuous lifetime annuity for their dependents. The annuity which is based on a percentage of retired pay is called SBP and is paid to an eligible beneficiary.

What is the DD form 2656 6?

Enrolling After Retirement Please see the additional information below for more details. To notify DFAS, please mail or fax the following items to DFAS Retired and Annuitant Pay within one year of the date of eligibility: Survivor Benefit Plan Election Change Certificate (DD 2656-6)

What is a military beneficiary?

Definition: Individuals who have been determined to be entitled to or eligible for medical benefits and therefore authorized treatment in a military treatment facility or under Department of Defense auspices.

Who gets military retirement benefits after death?

SBP provides up to 55 percent of a service member's retired pay to an eligible beneficiary upon the death of the member. After the service member passes away, the SBP annuity is paid out monthly to the surviving spouse, or to the child or children of the member.

How do I change my beneficiary on military retirement?

To change or update your SBP beneficiary designation, please complete a Survivor Benefit Plan Election Change Certificate (DD 2656-6). It is also available on our Forms webpage. Please only send copies of documents. Do not send the originals.

How do I change my beneficiary army?

How to change your beneficiaries—or reduce, turn down, or restore your SGLI coverage Go to milConnect. Sign in. Go to Benefits, Life Insurance SOES-SGLI Online Enrollment System. Check your coverage and beneficiary information and make any needed updates.

What is DD form 2894 used for?

PRINCIPAL PURPOSE(S): This form is used to determine the beneficiaries of a deceased military retiree for entitlement of unpaid retired pay.

How does a beneficiary work in the military?

Your Arrears of Pay (AOP) Beneficiary is the person who will receive your final pro-rated paycheck in the event that you pass away. DFAS will also contact this person for help with closing your account. You can choose anyone, from family members to friends to associates, to be your AOP beneficiary.

How do you fill out a beneficiary form?

Provide the following information on the beneficiary designation: The full name of the trust as it shows on the trust document. The date the trust was created. The name of the trustee, followed by the word “trustee,” or if you cannot provide a trustee, ETF may accept another contact person. The trustee's address.

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What is NM ERB Form 42?

NM ERB Form 42 is a form used by the New Mexico Educational Retirement Board (ERB) for reporting certain financial information related to educational institutions in New Mexico.

Who is required to file NM ERB Form 42?

Educational institutions and entities that participate in the New Mexico Educational Retirement Board's retirement program are required to file NM ERB Form 42.

How to fill out NM ERB Form 42?

To fill out NM ERB Form 42, individuals or entities must provide the necessary financial data and information as specified in the instructions accompanying the form, which typically includes employer contributions, employee contributions, and other relevant payroll data.

What is the purpose of NM ERB Form 42?

The purpose of NM ERB Form 42 is to collect essential data for the administration of the educational retirement system in New Mexico, ensuring accurate tracking of contributions and benefits.

What information must be reported on NM ERB Form 42?

The information that must be reported on NM ERB Form 42 includes total payroll, employee contributions, employer contributions, and any other financial details as required by the ERB.