Loading
Get Request For Payment Of Vested Member's Death Benefit To ... - Persi - Persi State Id
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the Request For Payment Of Vested Member's Death Benefit To ... - PERSI - Persi State Id online
The Request For Payment Of Vested Member's Death Benefit form allows users to request the payment of a deceased member's benefits and choose a distribution option. This guide will provide clear, step-by-step instructions on completing the form online.
Follow the steps to successfully complete your form.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by filling out the ‘Deceased Member Information’ section. This includes providing the deceased member's full name and social security number.
- Next, complete the ‘Spouse's Information’ section. Include your full name, social security number, mailing address, date of marriage to the deceased, birth date, and daytime phone number.
- In the 'Distribution Options' section, select one of the provided options: A) Lump sum payment, B) 100% rollover, C) Partial rollover, or D) Lifetime monthly benefit. If choosing B or C, you will need to complete additional rollover distribution information on page 2.
- Attach photocopies of necessary documents, including the deceased member's death certificate, your birth certificate, marriage certificate, and social security card.
- Sign and date the ‘Surviving Spouse’s Certification and Acknowledgment’ section to confirm your eligibility and understanding of the tax consequences.
- Make a copy of the completed form for your records. Finally, send the original form along with all attachments to PERSI.
Complete your documents online to ensure a smooth process.
If you have fulfilled the time requirements set by the employer, it means you are fully vested and you have 100% ownership of the employer's contribution. Some employers offer instant vesting, while in other companies, it can take up to five years to be fully vested.
Industry-leading security and compliance
US Legal Forms protects your data by complying with industry-specific security standards.
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.