Get the free Alternate Payee Change of Address/Name Form - artrs

Form # 306 Revised 3/2009 1400 West Third, Little Rock, AR 72201 Phone (501) 682-1517 or (800) 666-2877 Fax (501) 682-2359 Website http://www.artrs.gov Alternate Payee Change of Address/Name Form

How to fill out alternate payee change of

How to Fill Out Alternate Payee Change of:

1. Obtain the form: Start by obtaining the alternate payee change of form. This form is typically available from your employer or pension plan administrator. You can also find the form online on the official website of the organization managing your pension plan.
2. Provide personal information: Begin by filling out your personal information in the designated fields. This may include your full name, address, social security number, date of birth, and contact information. Ensure that all the information provided is accurate and up to date.
3. Indicate the alternate payee: In the section specifically designated for alternate payee information, provide the full name, address, social security number (or other identifying number), and relationship to you of the alternate payee. This could be your spouse, former spouse, or another person entitled to receive a portion of your pension benefits.
4. Specify the percentage or amount: Clearly state the percentage or amount that the alternate payee is entitled to receive from your pension benefits. This could be a specific dollar amount or a percentage of the total benefits available.
5. Choose the payment method: Indicate the desired method of payment for the alternate payee. Options may include a direct deposit into their bank account, a separate check mailed to their address, or any other method offered by the pension plan.
6. Include supporting documents: If required, attach any necessary supporting documents to validate the change of alternate payee. This may include a marriage certificate, divorce decree, court order, or any other legal documentation that proves the legitimacy of the alternate payee's claim.
7. Review and sign: Carefully review all the information you have provided on the form for accuracy. Once you are certain that all the information is correct, sign the form and date it.

Who needs alternate payee change of:

1. Divorcing individuals: A spouse who is getting a divorce may need to fill out an alternate payee change of form to ensure that a portion of their pension benefits is assigned to their ex-spouse as part of the divorce settlement.
2. Retirees making changes: Retirees who want to change the designated alternate payee for their pension benefits may need to fill out this form if they want to allocate a different portion or amount to a new alternate payee.
3. Beneficiary changes: In the event of the death of the primary beneficiary, individuals may need to fill out an alternate payee change of form to designate a new alternate payee to receive their pension benefits.

Note: The specific circumstances may vary depending on the pension plan and the individual's situation. It is always recommended to consult with the appropriate legal and financial professionals for personalized advice.

For pdfFiller’s FAQs

What is alternate payee change of?

Alternate payee change of is a document that allows changes to the designated recipient of pension or retirement plan benefits.

Who is required to file alternate payee change of?

The alternate payee, who is typically a former spouse or dependent, is required to file the alternate payee change of form.

How to fill out alternate payee change of?

The alternate payee must provide their personal information, the details of the pension or retirement plan, and the new recipient's information.

What is the purpose of alternate payee change of?

The purpose of the alternate payee change of form is to update the recipient of pension or retirement plan benefits.

What information must be reported on alternate payee change of?

The form must include the alternate payee's identifying information, the details of the benefits plan, and the changes being made.

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