Get Assignment Of Death Benefits Form - Ok

Filling out the Assignment Of Death Benefits Form - Ok can feel overwhelming, but with clear guidance, the process can be straightforward. This guide provides step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to fill out the form correctly.

1. Use the ‘Get Form’ button to access the Assignment Of Death Benefits Form - Ok and open it in your preferred editing tool.
2. Complete the first section by adding the name of the Funeral Home that will receive the benefits. Make sure to fill in the full legal name as it is formally recognized.
3. Identify yourself as the designated beneficiary by entering your name where indicated. It's important to ensure that all names are spelled correctly for processing.
4. In the next field, indicate the name of the deceased member of the Oklahoma Teachers’ Retirement System whose benefits are being assigned.
5. Specify the amount of the death benefit being assigned. You can select either the $5,000.00 rate for retired members or the $18,000.00 rate for active members. Be clear about the choice you are making.
6. Sign the document where it states that you are assigning the death benefits to the Funeral Home. Include the date and location of signing for documentation purposes.
7. A witness must sign where indicated to validate the assignment. Ensure that this person is not a party to the benefits being assigned.
8. Have the Funeral Director sign the form as well, acknowledging that the assigned benefits are taxable income. Include their federal employer tax ID number where required.
9. After all fields are filled and signatures are obtained, review the document to check for any errors before finalizing it.
10. Save your completed form, then choose to download, print, or share it according to your needs. Make sure to keep a copy for your records.

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