Get the free Alternate payee request form - Allegiance

ALTERNATE PAYEE REQUEST: Alternate Payee can be set up for custodial parents to automatically receive EOB s (Explanation of Benefits) whenever a claim is submitted on their child(men), who have coverage

How to fill out alternate payee request form

How to fill out alternate payee request form?

1. Start by obtaining the alternate payee request form from the appropriate source. This can usually be done by contacting the human resources department of your company or the administrator of your pension or retirement plan.
2. Carefully read the instructions provided on the form. Make sure you understand all the requirements and information that needs to be filled out.
3. Begin by providing your personal information as the primary plan participant. This typically includes your name, address, date of birth, and social security number.
4. Next, provide the details of the alternate payee. This includes their full name, address, and social security number. It's important to ensure the accuracy of this information.
5. Specify the nature of the payment to be made to the alternate payee. This may include options such as a lump sum payment, monthly installments, or a percentage of your retirement benefits.
6. If required, provide additional information or documentation to support the alternate payee's claim. This may include a copy of their marriage certificate or divorce decree if applicable.
7. Review the completed form for any errors or omissions. Ensure that all requested information has been provided accurately.
8. Sign and date the form. In some cases, you may need to have your signature witnessed or notarized.
9. Submit the completed form to the designated recipient, whether it is the human resources department or the plan administrator. Be sure to follow any specific submission instructions provided on the form or accompanying documents.

Who needs alternate payee request form?

1. Those who have a qualified retirement plan or pension and wish to assign a portion of their benefits to an alternate payee.
2. Individuals who have a court-ordered obligation to provide part of their retirement benefits to a spouse or former spouse as part of a divorce settlement or separation agreement.
3. Employees who want to designate someone other than their spouse as the recipient of their retirement benefits.

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