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  • Request For Death Benefit Payment To A Trust - Persi - Idaho.gov - Persi Idaho

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Request for Death Benefit Payment to a Trust Purpose of the Form Use this form to request payment of the deceased member s death benefit to a trust which is a designated beneficiary of the deceased.

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PERSI retirement options 3, 4a and 4b provide for an accelerated benefit until you reach Social Security Full Retirement Age (SSFRA). If you were born before 1938, your SSFRA is age 65; if you were born later, your SSFRA is between the ages of 65 and 67.

The lump sum death benefit for vested members is two times your account balance, including interest. * If you die before becoming vested, your beneficiary will receive your account balance plus any interest accrued.

When a participant in a retirement plan dies, benefits the participant would have been entitled to are usually paid to the participant's designated beneficiary in a form provided by the terms of the plan (lump-sum distribution or an annuity).

To request a withdrawal or for more information, contact PERSI's Choice 401(k) Plan record keeper, toll- free at 1-866-437- 3774 or visit .mypersi401k.com. When all of your funds have been withdrawn from your Choice 401(k) Plan account (zero balance), the account will be closed.

If you wish to speak to a PERSI representative (or if you have questions about your PERSI Base Plan service), please call PERSI at 800-451-8228, 7:30 a.m. to 5:30 p.m. Mountain time, Monday through Friday. Call 208-334-3365 if you live in the Boise area.

You can take PERSI Base Plan payments in two ways. You can have all or any portion of your withdrawal either (1) paid in direct rollover or (2) paid to you. A direct rollover is a payment of your PERSI Base Plan benefits to your Individual Retirement Account (IRA) or to another eligible plan. (PERSI is a 401(a) plan.)

PERSI RETIREMENT PLAN When you earn 60 months of service credit, you will be vested to receive a lifetime benefit at retirement. The 60-month vesting period (5 months for elected and some ap- pointed officials) does not need to be with the same PERSI employer.

PERSI Contribution Rate History Effective DateGeneral Member7/1/20217.16%11.94%7/1/20197.16%11.94%7/1/20136.79%11.32%3/1/20106.23%10.39%27 more rows

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232