Get the free 401(k) Fund Alternate Payee Application for Benefits

Name: Fillable Online 401(k) Fund Alternate Payee Application for Benefits Fax Email Print - pdfFiller
Brand: pdfFiller
Rating: 4.8 (40 reviews)

Get Form

Show details

I.B.E.W. LOCAL 25 401(K) FUND 372 VANDERBILT MOTOR PARKWAY HAULAGE, NY 11788 (631) 4343344ALTERNATE PAYEE BENEFIT APPLICATION APPLICANTS NAME ___SS# ___ADDRESS ___ TEL. NO. ___ DATE OF BIRTH ___I,

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign 401k fund alternate payee

Edit your 401k fund alternate payee form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your 401k fund alternate payee form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing 401k fund alternate payee online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

To use our professional PDF editor, follow these steps:

1

Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.

2

Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.

3

Edit 401k fund alternate payee. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.

4

Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.

With pdfFiller, it's always easy to work with documents.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.

Learn more about security & compliance

How to fill out 401k fund alternate payee

01

Obtain a copy of the 401k fund alternate payee form from the plan administrator or human resources department.

02

Fill out your personal information, including your name, address, social security number, and contact information.

03

Specify the percentage or dollar amount you are requesting to be allocated to the alternate payee.

04

Provide the alternate payee's information, including their name, address, and social security number.

05

Sign and date the form, and have the alternate payee sign as well if required.

06

Submit the completed form to the plan administrator for processing.

Who needs 401k fund alternate payee?

01

Individuals going through a divorce where the court has ordered the division of 401k funds between spouses.

02

Anyone who has been designated as an alternate payee by a court order or qualified domestic relations order (QDRO).

Fill form : Try Risk Free

Rate the form

4.8

Satisfied

40 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How can I modify 401k fund alternate payee without leaving Google Drive?

Simplify your document workflows and create fillable forms right in Google Drive by integrating pdfFiller with Google Docs. The integration will allow you to create, modify, and eSign documents, including 401k fund alternate payee, without leaving Google Drive. Add pdfFiller’s functionalities to Google Drive and manage your paperwork more efficiently on any internet-connected device.

Can I create an electronic signature for the 401k fund alternate payee in Chrome?

Yes. By adding the solution to your Chrome browser, you can use pdfFiller to eSign documents and enjoy all of the features of the PDF editor in one place. Use the extension to create a legally-binding eSignature by drawing it, typing it, or uploading a picture of your handwritten signature. Whatever you choose, you will be able to eSign your 401k fund alternate payee in seconds.

How do I fill out 401k fund alternate payee using my mobile device?

Use the pdfFiller mobile app to fill out and sign 401k fund alternate payee on your phone or tablet. Visit our website to learn more about our mobile apps, how they work, and how to get started.

What is 401k fund alternate payee?

401k fund alternate payee is the individual who receives a portion of a 401k fund as part of a divorce settlement.

Who is required to file 401k fund alternate payee?

The plan administrator is required to file the 401k fund alternate payee form.

How to fill out 401k fund alternate payee?

The plan administrator must complete the form with the alternate payee's information and submit it to the IRS.

What is the purpose of 401k fund alternate payee?

The purpose of 401k fund alternate payee is to ensure that the alternate payee receives their share of the 401k fund as outlined in a legal agreement.

What information must be reported on 401k fund alternate payee?

The form must include the alternate payee's name, address, social security number, and the amount they are entitled to receive.

Fill out your 401k fund alternate payee online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now