Get the free Active or Deferred Member Beneficiary Designation Form - ACERA - acera

ACTIVE OR DEFERRED MEMBER BENEFICIARY DESIGNATION FORM ALAMEDA COUNTY EMPLOYEES RETIREMENT ASSOCIATION 475 14th Street, Suite 1000, Oakland, CA 946121900 Telephone: 5106283000 or 18008381932 Fax:

How to fill out active or deferred member

How to fill out an active or deferred member:

1. First, gather all the necessary information such as personal details, employment history, and any other relevant documents.
2. Begin by clearly identifying whether the individual is an active or deferred member. An active member is currently contributing to a retirement plan, while a deferred member has stopped contributing but still has funds in the plan.
3. Fill out the required sections with accurate and up-to-date information. This may include fields such as name, address, social security number, and date of birth.
4. Provide details about the retirement plan, including the name of the plan, the employer's name and contact information, and any other pertinent details that are requested.
5. If the individual is an active member, complete the sections related to current contributions. This includes information on how much is being contributed, the frequency of contributions, and any potential employer matching contributions.
6. If the individual is a deferred member, fill out the sections that pertain to the existing funds in the retirement plan. This may include information on the account balance, investment options, and any other relevant details.
7. Double-check all the information provided to ensure accuracy and completeness.

Who needs an active or deferred member:

1. Individuals who are employed and are contributing to a retirement plan provided by their employer may need to fill out an active member form.
2. Those who have stopped working for the employer but still have funds in the retirement plan may need to complete a deferred member form.
3. Active or deferred member forms are typically required by employers or plan administrators to keep records up to date and ensure accurate management of retirement funds.

In summary, active or deferred member forms are necessary for individuals who are either actively contributing to a retirement plan or have stopped contributing but still have funds in the plan. These forms help employers and plan administrators maintain accurate records and efficiently manage retirement funds.

For pdfFiller’s FAQs

What is active or deferred member?

Active member refers to someone who is currently contributing to a retirement plan while deferred member refers to someone who has stopped contributing but still has funds in the plan.

Who is required to file active or deferred member?

Employers or plan administrators are required to file active or deferred member information with the relevant authorities.

How to fill out active or deferred member?

You can fill out active or deferred member information through the designated forms provided by the retirement plan administrator or the relevant authorities.

What is the purpose of active or deferred member?

The purpose of tracking active or deferred members is to ensure accurate record-keeping and compliance with retirement plan regulations.

What information must be reported on active or deferred member?

Information such as member name, contribution amounts, plan details, and employment status must be reported on active or deferred member.

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