Get Pensioner's Designation Of Beneficiaries (rs6439). To Designate A Beneficiary For When A Retiree
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How to fill out the Pensioner's Designation Of Beneficiaries (RS6439) online
Filling out the Pensioner's Designation Of Beneficiaries (RS6439) form is a vital step for retirees to ensure their benefits are distributed according to their wishes. This guide provides clear and supportive instructions to help you complete the form accurately online.
Follow the steps to designate a beneficiary effectively.
- Click ‘Get Form’ button to obtain the Pensioner's Designation Of Beneficiaries (RS6439) form and open it in your preferred editor.
- Begin by entering your NYSLRS ID and the last four digits of your Social Security Number at the top of the form.
- Select your Retirement System by checking the appropriate box: Employees' Retirement System (ERS) or Police and Fire Retirement System (PFRS).
- Provide your personal information in the Pensioner Information section. Include your name (first, middle initial, last), any former name (if applicable), and your complete address (street, city, state, and zip code).
- Read the Important Information regarding the form carefully to ensure you understand the rules about beneficiary designations and the format needed.
- Designate your Primary Beneficiary(ies) by entering their name, relationship, address, birth date, and Social Security Number. Ensure that you use their given names and print clearly.
- If necessary, continue to provide additional Primary Beneficiary(ies) following the same format.
- Then, proceed to designate Contingent Beneficiary(ies) using the same steps, ensuring you include their complete information.
- If you have a Trust, fill out the Trust Information section, including the name of the Trust, date of the Trust, name of the Trustee, and their addresses.
- Lastly, review all the information for accuracy. After confirming that everything is correct, sign and date the form in the designated areas.
- Complete the Notary Public acknowledgment section if required, ensuring it is filled out properly. Then, save your changes, download, print, or share the form as needed.
Start completing the Pensioner's Designation Of Beneficiaries (RS6439) online today to ensure your retirement benefits are managed according to your wishes.
If you have a post-retirement death benefit, you may change your beneficiaries for this benefit at any time.
Fill Pensioner's Designation Of Beneficiaries (RS6439). To Designate A Beneficiary For When A Retiree
To change your beneficiaries for these options, submit a Pensioner's Designation of Beneficiaries form (RS6439). This Designation of Beneficiary Form is used to designate who is to receive a lump-sum payment which may become payable under CSRS or FERS. This guide shows how you (as a member or pensioner) can update an existing beneficiary. These changes to your beneficiaries will. Any number of primary and contingent beneficiaries may be named, but you must designate at least one primary beneficiary. This form is for designating beneficiaries to receive your ordinary death or post retirement death benefit. You may name one or more beneficiaries. A Primary Beneficiary is the person who will receive a death benefit. ▫ Naming Additional Beneficiaries. If you need to name more beneficiaries than space allows on the Designation of Beneficiary – Retired form.
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