Get Request For Calculation Of Joint Survivorship By A Retiree Considering Changing A Beneficiary Form

This guide provides clear and step-by-step instructions on how to successfully fill out the Request For Calculation Of Joint Survivorship By A Retiree Considering Changing A Beneficiary Form online. By following these steps, you can ensure that your information is accurately recorded.

Follow the steps to complete your form with ease.

1. Click ‘Get Form’ button to obtain the form and open it in your browser's editor.
2. Begin by filling in your personal information at the top of the form. This includes your name, address, Social Security number, and phone number.
3. Select the retirement option you are considering by marking the appropriate box (Option-2, Option-3, Option-5, or Option-6). Make sure to include the date of your retirement.
4. Provide details about your new proposed beneficiary, including their name, date of birth, Social Security number, and your relationship to them. Ensure that the beneficiary is eligible according to the guidelines stated.
5. Next, provide information about your current beneficiary, including their name, if they are living or deceased, and their date of birth. If they are deceased, attach a copy of their death certificate.
6. Finally, certify the truthfulness of your statements by completing the signature section and including the date.
7. After reviewing your completed form for accuracy, save your changes and download, print, or share the form as needed.

Complete your documents online to ensure a smooth and efficient processing experience.