Get the free Alternate Payee OPSRP Pension Program Benefit Application - oregon

11410 SW 68th Parkway, Tigard OR 97223 Mailing Address PO Box 23700, Tigard OR 97281-3700 Phone 503-598-7377 toll-free 888-320-7377 Fax 503-598-0561 website http://oregon.gov/pers Alternate Payee

How to fill out alternate payee opsrp pension

How to Fill Out Alternate Payee OPERS Pension:

1. Obtain the necessary forms: First, contact the Ohio Public Employees Retirement System (OPERS) to request the appropriate forms for filling out the alternate payee OPERS pension. These forms can usually be downloaded from their website or requested through mail.
2. Gather required documents: Before starting to fill out the forms, gather all the required documents such as your identification, marriage certificate or divorce decree, and any other relevant documents proving your relationship to the OPERS member.
3. Fill out the personal information: Begin by filling out your personal information, including your name, address, date of birth, and contact details. Make sure to also provide your social security number and OPERS member number if applicable.
4. Provide details of OPERS member: Next, fill out the section requesting information about the OPERS member, including their name, member number, and date of birth. This information helps to identify the specific pension account being divided.
5. Specify alternate payee details: In the designated section, provide details about yourself as the alternate payee. This includes your name, social security number, birth date, and relationship to the OPERS member, such as being a former spouse.
6. Determine the division of benefits: Indicate how you want the OPERS pension benefits to be divided between you and the OPERS member. This may involve specifying a percentage or dollar amount for each party or even choosing a specific payment option.
7. Attach supporting documents: Make sure to attach all required supporting documents to the forms. These may include a copy of your marriage certificate or divorce decree, as well as any other relevant documents requested by OPERS.
8. Review and sign: Double-check all the filled-out information for accuracy and completeness. Once satisfied, sign the completed forms and date them as required.
9. Submit the forms: Finally, submit the filled-out forms and supporting documentation according to OPERS' instructions. This might involve mailing the forms or submitting them electronically through their online portal.

Who needs alternate payee OPERS pension?

1. Individuals who have been granted a portion of a former spouse's OPERS pension through a divorce decree.
2. Former spouses who are entitled to a portion of an OPERS member's pension due to a dissolution of marriage or separation agreement.
3. Alternate payees who have been designated to receive a share of an OPERS pension due to a qualified domestic relations order (QDRO).
4. Any individual who has a legal entitlement to a portion of an OPERS pension as determined by a court or legal agreement.

For pdfFiller’s FAQs

How can I send alternate payee opsrp pension for eSignature?

Once your alternate payee opsrp pension is ready, you can securely share it with recipients and collect eSignatures in a few clicks with pdfFiller. You can send a PDF by email, text message, fax, USPS mail, or notarize it online - right from your account. Create an account now and try it yourself.

Where do I find alternate payee opsrp pension?

The premium pdfFiller subscription gives you access to over 25M fillable templates that you can download, fill out, print, and sign. The library has state-specific alternate payee opsrp pension and other forms. Find the template you need and change it using powerful tools.

How do I complete alternate payee opsrp pension on an iOS device?

Install the pdfFiller iOS app. Log in or create an account to access the solution's editing features. Open your alternate payee opsrp pension by uploading it from your device or online storage. After filling in all relevant fields and eSigning if required, you may save or distribute the document.

What is alternate payee opsrp pension?

Alternate payee opsrp pension refers to a type of pension plan where a designated individual, known as the alternate payee, is entitled to receive a portion of the pension benefits of the original plan participant.

Who is required to file alternate payee opsrp pension?

The alternate payee is required to file for the opsrp pension if they are entitled to receive a portion of the pension benefits.

How to fill out alternate payee opsrp pension?

The alternate payee can fill out the opsrp pension form by providing their personal information, details of the original plan participant, and the amount or percentage of the pension benefits they are entitled to.

What is the purpose of alternate payee opsrp pension?

The purpose of alternate payee opsrp pension is to ensure that individuals who are entitled to receive a portion of the pension benefits receive them accordingly.

What information must be reported on alternate payee opsrp pension?

The alternate payee opsrp pension form must include personal information of the alternate payee, details of the original plan participant, and the specific amount or percentage of pension benefits to be received.