Get Alternate Payee/beneficiary Claim Form - City Of Oroville

Filling out the Alternate Payee/Beneficiary Claim Form for the City of Oroville can be straightforward if you follow the appropriate steps. This guide will help you understand how to navigate each section of the form effectively.

Follow the steps to complete your form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by selecting the plan type applicable to your situation. Options include 457(b) Plan, 401(a) Plan, 401(k) Plan, or Rollover Account.
3. Fill in the claimant and plan participant information. This includes the names, social security numbers, mailing addresses, and dates of birth.
4. Select the action requested. Options include initiating a payout, stopping current payments, or changing/restarting options.
5. If this request involves a beneficiary claim, enclose a certified copy of the death certificate and, if applicable, legal guardianship papers.
6. Choose a payout option from the available selections such as a lump sum, systematic withdrawal, or lifetime payments. Make sure to provide any required details.
7. Provide your direct deposit information if you want your payments deposited directly into your bank account.
8. Review the certification section, ensuring that all statements are accurate and sign where required.
9. Once all sections are completed, you can save your changes, download, print, or share the form as needed.

Complete your Alternate Payee/Beneficiary Claim Form online today for a smoother experience.