Follow the steps to accurately complete the form.

1. Press the ‘Get Form’ button to retrieve the Benefit Information Request form and open it in a suitable format for completion.
2. Begin by entering your personal details in the designated fields. Fill in your name (last, first, middle initial, including any previous or maiden names), Social Security number, street address, birthdate, city, state, and zip code.
3. Provide your telephone number(s) for contact purposes, making sure to include both home and work numbers.
4. Specify your employer's name in the appropriate field.
5. In the section for requesting benefit applications, check the relevant boxes based on the type of benefits you are inquiring about. Include the last day of work or end of layoff/leave of absence where applicable.
6. If you need a retirement annuity estimate, fill in your anticipated termination date to enable the calculations.
7. For disability annuity estimates, provide your last day worked and the last day you were paid after using all accrued leave.
8. Complete the earnings section based on your occupation — teachers and support staff should use fiscal year earnings, while others should use calendar year earnings. Enter your estimated gross earnings for the previous and current year.
9. If applicable, indicate whether you have active military service. If you answer yes, remember to send a copy of your military discharge papers.
10. For named survivor information, enter the necessary details of your designated survivor, including their name, birthdate, and relationship to you.
11. If you are requesting other information, select the appropriate options and provide any required details.
12. Finally, review your form to ensure all information is accurate. Save any changes made, and you can choose to download, print, or share the completed form.

Complete your documents online to ensure a smooth and efficient process.