Get the free PERS: IAP Pre-Retirement Designation of Beneficiary Packet - Oregon

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11410 SW 68th Parkway, Tigard OR 97223 Mailing Address PO Box 23700, Tigard OR 97281-3700 Phone 503-598-7377 toll-free 888-320-7377 Fax 503-598-056Websitete www.pers.state.or.us IAP: Pre-Retirement

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What is pers iap pre-retirement designation?

The pers iap pre-retirement designation is a form that allows individuals to designate a beneficiary or beneficiaries for their Individual Account Program (IAP) in the Public Employees Retirement System (PERS).

Who is required to file pers iap pre-retirement designation?

All active members of PERS who participate in the IAP are required to file the pers iap pre-retirement designation form.

How to fill out pers iap pre-retirement designation?

To fill out the pers iap pre-retirement designation form, individuals need to provide their personal information, such as name, address, and Social Security number, as well as the information of their chosen beneficiary or beneficiaries.

What is the purpose of pers iap pre-retirement designation?

The purpose of the pers iap pre-retirement designation is to ensure that in the event of the individual's death, the funds in their IAP account are distributed according to their wishes to the designated beneficiary or beneficiaries.

What information must be reported on pers iap pre-retirement designation?

The pers iap pre-retirement designation form requires individuals to report their personal information, such as name, address, and Social Security number, as well as the information of their chosen beneficiary or beneficiaries, including their names and relationship to the individual.

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