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ADDITIONAL ANNUITY ACCOUNT DESIGNATION OF BENEFICIARY Ohio Public Employees Retirement System 277 East Town Street Columbus Ohio 43215-4642 1-800-222-PERS 7377 www. opers.org STEP 1 Contributor Information Social Security Number First Name MI Last Name STEP 2 Family Information Spouse First Name Gender Male Female 1. Opers.org STEP 1 Contributor Information Social Security Number First Name MI Last Name STEP 2 Family Information Spouse First Name...

How to fill out opers beneficiary form

How to fill out opers beneficiary form?

1. Contact OPERS: Begin by reaching out to OPERS (Ohio Public Employees Retirement System) either through their website or by contacting their customer service to request the beneficiary form. They will guide you through the process and provide any necessary assistance.
2. Gather required information: Before filling out the form, ensure that you have all the necessary documentation and information readily available. This may include your personal details, such as your full name, address, date of birth, social security number, and contact information.
3. Understand the options: Familiarize yourself with the different beneficiary options offered by OPERS. They typically offer various choices, such as designating a primary beneficiary, contingent beneficiary, or selecting a specific percentage for each beneficiary. Take your time to understand these options and choose what suits you best.
4. Provide beneficiary details: On the form, provide the full name, relationship, date of birth, and social security number of each beneficiary you wish to designate. Make sure the information is accurate and up to date.
5. Determine the percentages: If you decide to allocate the benefits among multiple beneficiaries, determine the percentage or amount each beneficiary will receive. Ensure the total percentage adds up to 100% or the full benefit amount.
6. Include witness signatures: In most cases, the form will require witness signatures. Ensure that the witnesses are present at the time of signing and that they are not also designated as beneficiaries.
7. Review and submit: Double-check the completed form for any errors, missing information, or inaccuracies. It's crucial to provide accurate details to avoid any issues in the future. Once you are satisfied, sign the form, and submit it to OPERS as per their instructions.

Who needs OPERS beneficiary form?

1. All OPERS members: Any individual who is an active or retired member of the Ohio Public Employees Retirement System and wishes to designate beneficiaries for their retirement benefits should complete the OPERS beneficiary form.
2. Those with dependents: If you have dependents or individuals who rely on your OPERS benefits after your passing, it is essential to designate beneficiaries through the form. This ensures a smooth transfer of benefits to your chosen beneficiaries.
3. Individuals going through life changes: Life circumstances change, and so may your beneficiaries. It is advised to review and update your beneficiary form whenever significant life events, such as marriage, divorce, birth, or death, occur. Regularly updating the form helps ensure your benefits go to the intended recipients in a timely manner.

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What is opers beneficiary form?

The opers beneficiary form is a document used to designate a beneficiary for an individual's Ohio Public Employees Retirement System (OPERS) benefits in the event of their death.

Who is required to file opers beneficiary form?

All members of the Ohio Public Employees Retirement System (OPERS) are required to file an opers beneficiary form to designate and update their beneficiaries.

How to fill out opers beneficiary form?

To fill out an opers beneficiary form, individuals need to provide their personal information, such as their name, date of birth, and member ID. They also need to provide the information of their chosen beneficiaries, including their names, dates of birth, and relationship to the member. The completed form can be submitted online or mailed to OPERS.

What is the purpose of opers beneficiary form?

The purpose of the opers beneficiary form is to ensure that the member's retirement benefits are distributed according to their wishes in the event of their death. By designating beneficiaries, members can designate who will receive their benefits and in what proportion.

What information must be reported on opers beneficiary form?

On an opers beneficiary form, individuals must report their personal information, including their name, date of birth, and member ID. They also need to provide the information of their chosen beneficiaries, including their names, dates of birth, and relationship to the member.