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Ohio Police & Fire Pension Fund 140 East Town Street Columbus, OH 43215 Phone: 888-864-8363 Fax: (614) 628 1777 www.op f.org PRE-RETIREMENT SURVIVOR ANNUITY APPLICATION If an active member of the

How to fill out pre-retirement survivor annuity formindd

1. The pre-retirement survivor annuity formindd is typically filled out by federal employees who are nearing retirement and wish to designate a survivor beneficiary for their annuity benefits.
2. The form is necessary for those who want to ensure that their designated survivor receives a portion of their annuity benefits in the event of their death.
3. To fill out the pre-retirement survivor annuity formindd, start by providing personal information such as your name, address, social security number, and date of birth.
4. Next, indicate whether you are a married or unmarried federal employee and if you have any children or dependent beneficiaries.
5. Specify the type of annuity you are currently enrolled in, such as CSRS (Civil Service Retirement System) or FERS (Federal Employees Retirement System).
6. Provide the necessary information about your designated survivor beneficiary, including their name, relationship to you, social security number, and date of birth.
7. Decide the percentage of your annuity benefits that you would like your survivor beneficiary to receive in the event of your death. This can usually range from 25% to 100%.
8. Review the completed form thoroughly, ensuring that all the information provided is accurate and up-to-date.
9. Sign and date the form, and if required, have it witnessed or notarized as instructed on the form.
10. Keep a copy of the filled-out form for your records, and submit the original form to the appropriate agency or department responsible for processing pre-retirement survivor annuity requests.

Who needs pre-retirement survivor annuity formindd?

1. Federal employees who are nearing retirement and want to designate a survivor beneficiary for their annuity benefits need the pre-retirement survivor annuity formindd.
2. This form is particularly important for individuals who want to ensure that their chosen survivor receives a portion of their annuity benefits in the event of their death.
3. Whether you are a CSRS or FERS employee, married or unmarried, having a pre-retirement survivor annuity formindd is essential if you wish to protect your loved ones' financial security after your retirement.

For pdfFiller’s FAQs

What is pre-retirement survivor annuity formindd?

Pre-retirement survivor annuity (formindd) is a form that allows individuals to elect a survivor annuity for their spouse or beneficiary in the event of their death prior to retirement.

Who is required to file pre-retirement survivor annuity formindd?

Individuals who are eligible for a survivor annuity and wish to elect this option must file the pre-retirement survivor annuity formindd.

How to fill out pre-retirement survivor annuity formindd?

To fill out the pre-retirement survivor annuity formindd, individuals are required to provide their personal information, including their name, address, and Social Security number. They also need to specify the chosen survivor annuity option and provide the necessary beneficiary information.

What is the purpose of pre-retirement survivor annuity formindd?

The purpose of the pre-retirement survivor annuity formindd is to allow individuals to designate a survivor annuity for their spouse or beneficiary. This ensures that their loved ones are financially protected in the event of their death before retirement.

What information must be reported on pre-retirement survivor annuity formindd?

The pre-retirement survivor annuity formindd requires individuals to report their personal information, including their name, address, and Social Security number. They must also provide details about the chosen survivor annuity option and beneficiary information.

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