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

Filling out the Request For Death Benefit Payment To A Trust - PERSI - Idaho.gov is a crucial step in facilitating the distribution of a deceased member's death benefit to a designated trust. This guide provides clear, step-by-step instructions to help users navigate the process efficiently and accurately.

Follow the steps to complete the request form with ease.

1. Press the 'Get Form' button to access the form, ensuring you open it in your preferred editing tool.
2. Begin by filling out the 'Deceased Member Information' section, including the deceased member's name and Social Security Number.
3. Next, move to the 'Trustee Information' section and provide the required details about the trustee, including their name, mailing address, and daytime phone number.
4. In the 'Tax Withholding Options' section, select one of the two options regarding withholding federal income taxes. Make sure to understand the implications of your choice.
5. Proceed to the 'Trustee Acknowledgment' section, where you must carefully read the acknowledgment statement. After reviewing, sign and date the form.
6. Attach a photocopy of the Death Certificate and a photocopy of the appointment of trustee documentation as required.
7. Finally, return the completed form along with the attachments to PERSI for processing. Remember that funds will be disbursed once the verification of the member's death and receipt of all necessary documents from all named beneficiaries is complete.

Complete your documents online today to ensure a smooth processing experience.