Get Active Beneficiary Verification Form/ Alliance ... - State Of New Jersey - State Nj

Completing the Active Beneficiary Verification Form is an essential step for ensuring that your beneficiary information is accurate and up to date. This guide provides comprehensive instructions to help you efficiently fill out the form online, making the process straightforward and accessible.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the form online and open it in your digital editor.
2. Begin filling out the Member Information section. Provide your name, social security number, pension membership number, county, and address. Ensure that all details are accurate and legible.
3. Proceed to the Beneficiary Information section. Fill in the beneficiary's name, date of birth, and address. Additionally, provide a daytime phone number for any necessary follow-up communications.
4. Indicate your relationship to the member by checking the appropriate box. Options include 'Spouse or Civil Union Partner,' 'Former Spouse or Civil Union Partner,' or 'Other.'
5. Answer the question regarding whether the member was ever divorced. If yes, remember to attach copies of the Divorce Decree(s) and any Property Settlement(s) or Qualified Domestic Relations Orders (QDRO).
6. Complete the Tax Identification Number/Form W9 Certification section. Certify that the provided social security number or taxpayer identification number is correct and confirm that you are not subject to backup withholding.
7. Sign and date the form. Your signature validates the information you have entered and confirms receipt of disclosures regarding your settlement options.
8. Once you have filled out the form, review all the information for accuracy. After ensuring everything is correct, you can save your changes, download, print, or share the completed form as required.

Don’t hesitate—complete your Active Beneficiary Verification Form online today to ensure your information is accurate and up to date.