Get the free 459-638 Alternate Payee PERS Pre-Retirement Beneficiary Designation.indd

11410 SW 68th Parkway, Tigard OR 97223 Mailing Address PO Box 23700, Tigard OR 972813700 Toll free 8883207377 Fax 5034318293 Website http://oregon.gov/persAlternate Payee PEERS Tier One or Tier Two

How to fill out 459-638 alternate payee pers

How to fill out 459-638 alternate payee pers

1. To fill out form 459-638 alternate payee pers, follow these steps:
2. Start by entering the name of the alternate payee in the designated field.
3. Provide the contact information of the alternate payee, including their phone number and address.
4. Specify the relationship of the alternate payee to the main account holder or participant.
5. Indicate the type of payment or benefits that the alternate payee is entitled to receive.
6. Enter the date when the alternate payee should start receiving the payment or benefits.
7. If applicable, provide any additional relevant information or instructions as requested on the form.
8. Review the completed form for accuracy and make any necessary corrections.
9. Sign and date the form to certify its accuracy and completeness.
10. Submit the filled-out form to the appropriate authority or organization as instructed.

Who needs 459-638 alternate payee pers?

1. Form 459-638 alternate payee pers is needed by individuals who are designated as alternate payees for certain payments or benefits.
2. These alternate payees may include spouses, former spouses, dependents, or other individuals who are legally entitled to receive a portion of the payments or benefits from a particular account or plan.
3. The form is typically required by pension plans, retirement accounts, or other similar financial arrangements to ensure proper distribution of funds or benefits.

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What is 459-638 alternate payee pers?

The 459-638 alternate payee persons form is used to report pension benefits paid to alternate payees under a domestic relations order, allowing for the distribution of benefits in cases of divorce or separation.

Who is required to file 459-638 alternate payee pers?

The plan administrator or the employer sponsoring the pension plan is required to file the 459-638 alternate payee pers form when pension benefits are granted to an alternate payee.

How to fill out 459-638 alternate payee pers?

To fill out the 459-638 alternate payee pers form, you need to provide accurate information regarding the alternate payee, the original participant, the terms of the domestic relations order, and details about the pension benefits.

What is the purpose of 459-638 alternate payee pers?

The purpose of the 459-638 alternate payee pers form is to ensure that pension benefits are appropriately allocated between the original participant and the alternate payee as stipulated in a domestic relations order.

What information must be reported on 459-638 alternate payee pers?

Information that must be reported includes names and addresses of both the participant and alternate payee, the pension plan details, amounts owed, and the effective date of the domestic relations order.