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How to fill out the Dispersment online
Filling out the Dispersment request form can be an important step for employers seeking funds from the California Employers’ Retiree Benefit Trust. This guide provides comprehensive and clear instructions to assist you in completing the form accurately online.
Follow the steps to complete your Dispersment request form effectively.
- Press the ‘Get Form’ button to obtain the Dispersment request form. This action will allow you to open the form in your preferred digital format.
- Begin by filling out the employer's name and its business address. Ensure that the CalPERS ID number is accurately entered, along with the complete street address (including any secondary address fields), city, state, and ZIP code.
- Next, specify the OPEB provider's name—the entity to which the payments for other post-employment benefits were made. Record the total OPEB cost that has been paid to this provider, ensuring the amount is accurate.
- Indicate the total amount you are requesting for the CERBT disbursement. This should reflect only the OPEB costs as outlined in the accompanying Agreement.
- For the payment period, clearly state the duration over which the benefits were provided. This should align with the terms of the Agreement.
- Ensure that all required signatures are provided. If the disbursement amount exceeds ten thousand dollars, two authorized employer representatives must sign the form. They should also provide their printed names, titles, telephone numbers, email addresses, and dates.
- Once the form is completed, save your changes, and consider downloading or printing a copy for your records.
- Submit the completed CERBT Dispersment request by mailing it to the specified address. Additionally, email an electronic copy to the designated email address to ensure prompt processing.
Take action now by completing your Dispersment request form online!
To receive your financial aid disbursement, you typically must complete a few steps. Start by ensuring all necessary documentation is submitted and your enrollment is confirmed. Once everything is in order, your school will process the disbursement, often through direct deposit or a check. Being proactive in monitoring your financial aid status helps ensure a timely disbursement.
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