Get Statement Attesting To Payee Status

Completing the Statement Attesting To Payee Status is a vital step in managing retirement benefits. This guide provides clear instructions on how to fill out the form accurately and efficiently, ensuring that you meet all requirements.

Follow the steps to complete the form effectively.

1. Press the ‘Get Form’ button to access the Statement Attesting To Payee Status form and open it in your preferred editor.
2. In the section labeled 'Payee Name,' enter your full name as it appears on legal documents. Then, provide your Social Security number in the corresponding field labeled 'Payee SSN.'
3. Fill out the 'Member Name' and 'Member SSN' fields with the information of the member associated with the retirement account.
4. Print the form, except for the signature section. In the certification area, indicate the date using the provided format (Month/Day/Year). This symbolizes that you are officially certifying your status to receive benefits.
5. Complete the fields for your complete name, date of birth, Social Security number, telephone number, and email address. Two address fields are provided for your residential and mailing addresses. Please ensure they are accurately filled out.
6. Before signing the form, note that it must be signed in the presence of two non-family witnesses. Ensure both witnesses print their names and provide their signatures in the designated areas.
7. Finally, review the entire form for accuracy. Once confirmed, you can save your changes, download the completed form, print it, or share it through secure means.

Complete your documents online with confidence and ensure timely processing.