Get the free Alternate Payee Change of Address/Name Form - artrs
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Form # 306 Revised 3/2009 1400 West Third, Little Rock, AR 72201 Phone (501) 682-1517 or (800) 666-2877 Fax (501) 682-2359 Website http://www.artrs.gov Alternate Payee Change of Address/Name Form
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How to fill out alternate payee change of
How to fill out alternate payee change of:
01
Gather the necessary information: You will need the names, addresses, and Social Security numbers of both the participant (the person receiving the retirement plan benefits) and the alternate payee (the person who is entitled to receive a portion of the benefits).
02
Obtain the relevant forms: Contact the retirement plan administrator or visit the plan's website to obtain the correct form for filing the alternate payee change of. This form may be titled "Alternate Payee Change of Form" or something similar.
03
Complete the form accurately: Fill out all required fields on the form, providing the relevant personal information for both the participant and the alternate payee. Be sure to double-check for any errors or missing information before submitting the form.
04
Attach supporting documentation if required: Some retirement plans may require additional documentation to be submitted along with the alternate payee change of form. This could include a copy of the divorce decree or court order specifying the division of retirement plan benefits.
05
Review and sign the form: Before submitting the form, review all the information provided to ensure its accuracy. Then, sign and date the form as required.
06
Submit the form: Send the completed form, along with any supporting documentation, to the retirement plan administrator. Be sure to follow the specified submission instructions or contact the administrator for any clarification needed.
07
Keep copies for your records: Make copies of the completed form and any supporting documentation for your own records. This will be helpful in case any questions or issues arise in the future.
Who needs alternate payee change of:
01
Individuals going through divorce or separation: An alternate payee change of is typically necessary when a couple is going through a divorce or legal separation and there is a court order that awards a portion of one spouse's retirement plan benefits to the other spouse.
02
Individuals designated as alternate payees: If you have been named as an alternate payee in a divorce decree or court order, you will need to fill out the alternate payee change of form to ensure that you can receive the portion of the retirement plan benefits you are entitled to.
03
Retirement plan administrators: Retirement plan administrators may require individuals to fill out an alternate payee change of form in order to process the division of benefits accurately and according to legal requirements.
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What is alternate payee change of?
The alternate payee change of is a document that allows an alternate payee to request a change in their designated payee status.
Who is required to file alternate payee change of?
Any alternate payee who wishes to change their designated payee status must file an alternate payee change of form.
How to fill out alternate payee change of?
To fill out the alternate payee change of form, the alternate payee must provide their personal information, the current designated payee information, and the requested changes to their payee status.
What is the purpose of alternate payee change of?
The purpose of the alternate payee change of is to allow alternate payees to update or modify their designated payee status for a specific purpose or reason.
What information must be reported on alternate payee change of?
The alternate payee change of form typically requires the reporting of personal identification information, current designated payee information, and details of the requested changes to the payee status.
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