Get the free 459-94 IAP Pre-Retirement Designation of Beneficiary Packet (internet).indd - co was...

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 503-598-0561 website www.oregon.gov/pers IAP: Pre-Retirement

How to fill out 459-94 iap pre-retirement designation

How to fill out 459-94 iap pre-retirement designation:

1. Start by gathering all the necessary information and documentation required to fill out the form. This may include your personal details, employment history, and any specific retirement plan information.
2. Begin filling out the form by providing your full name, Social Security number, and contact information in the designated sections. Ensure that all the information provided is accurate and up to date.
3. Move on to the sections that require you to input your employment history. This may include the names of the organizations you have worked for, the dates of employment, and any relevant retirement plan information associated with each employment.
4. Pay close attention to the sections that require you to make specific designations regarding your pre-retirement options. This may include selecting a beneficiary, choosing a retirement income option, or opting for a lump-sum payment, depending on the options available to you.
5. Review the completed form thoroughly to ensure that all the information provided is correct and complete. Mistakes or missing information can lead to delays or complications in processing your pre-retirement designation.
6. Sign and date the form in the designated sections to certify that the information provided is true and accurate to the best of your knowledge.

Who needs 459-94 iap pre-retirement designation:

1. Employees who are eligible for retirement benefits and are planning to retire soon may need to fill out the 459-94 iap pre-retirement designation form. This form allows them to make specific designations regarding their pre-retirement options, such as beneficiary selection and retirement income choices.
2. Individuals who have a pre-existing retirement plan managed by an organization that requires this specific form for pre-retirement designations may also need to fill out the 459-94 iap form.
3. It is advisable to consult with your employer or retirement plan administrator to determine if the 459-94 iap pre-retirement designation form is required in your specific situation. They will be able to provide guidance and clarify any questions you may have regarding the form and its relevance to your retirement plans.

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