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How to fill out the Update My Beneficiary - NDPERS - ND.gov online
Filling out the Update My Beneficiary form for the North Dakota Public Employees Retirement System is a straightforward process that ensures your designated beneficiaries are accurate and up-to-date. This guide will provide clear instructions to assist you in completing the form correctly.
Follow the steps to accurately complete the Update My Beneficiary form online.
- Click the ‘Get Form’ button to obtain the Update My Beneficiary form and open it in your editing tool.
- Begin by completing Part A, which requests your member information. Fill in your name (last, first, middle), marital status (married, single, divorced, or widowed), NDPERS ID, last four digits of your social security number, and date of birth. Additionally, if applicable, include your spouse's name.
- In Part B, you will designate your primary beneficiary or beneficiaries. Provide their name, relationship to you, social security number, birth date, and address. Remember that the total percentage of shares must equal 100% for all primary beneficiaries.
- Next, proceed to Part C if you have contingent or secondary beneficiaries. Similar to Part B, fill out the necessary details for each contingent beneficiary, ensuring the share percentage also adds up to 100%.
- After completing the beneficiary sections, review Part D for the member authorization. Read the statements regarding revocation of previous designations and acknowledgment of benefits. You will need to sign and date this section.
- If you are married and designating a beneficiary other than or in addition to your spouse, they must sign the spouse authorization in Part E, confirming their consent. Ensure this is completed accurately with the date of signature included.
- Lastly, review your entire form for accuracy. Once you have confirmed that all information is correctly entered, save changes. You may subsequently download, print, or share the form as needed.
Complete the Update My Beneficiary form online today to ensure your preferences are accurately recorded.
Early retirement age is 55 with three years of service with unreduced benefits upon attaining Rule of 85 (age plus service equals or exceeds 85). Early retirement reduction with less than 20 years of service is 3% per year.