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                Get Ia Ipers Enrollment/beneficiary Designation 2020-2025
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How to fill out the IA IPERS Enrollment/Beneficiary Designation online
Filling out the IA IPERS Enrollment/Beneficiary Designation form is an important step in ensuring your benefits are managed according to your wishes. This guide provides clear and supportive instructions for each section of the form to assist users in completing it accurately online.
Follow the steps to complete your IA IPERS Enrollment/Beneficiary Designation online
- Click ‘Get Form’ button to obtain the form and open it in your editor.
- Begin by providing your member information. Fill in your Social Security number, date of birth, first name, middle initial, last name, mailing address, city, state, zip code, work phone, cell phone, and email address. Indicate your marital status by selecting married, single, divorced, or widowed.
- Proceed to the Beneficiary Designation section. Ensure you do not erase or alter this section. List your primary beneficiaries by filling in their names, relationships to you, sex, and date of birth. Remember that benefits will be paid equally to all primary beneficiaries listed.
- If necessary, complete the secondary beneficiary section. This section is for beneficiaries to receive benefits only if all primary beneficiaries have passed. Similar to Step 3, list the names, relationships, sex, and dates of birth for secondary beneficiaries.
- In the Member’s Signature section, provide your signature and the date of signing. A witness must also sign to validate your designation.
- If you are married and have not designated your spouse as your sole primary beneficiary, include your spouse’s signature in the Spouse’s Signature section, along with the date and the signature of another witness.
- Once you have completed all sections, you can save your changes, download the completed form, print it for your records, or share it with relevant parties.
Complete your IA IPERS Enrollment/Beneficiary Designation online today to ensure your benefits are directed as intended.
Provide the following information on the beneficiary designation: The full name of the trust as it shows on the trust document. The date the trust was created. The name of the trustee, followed by the word “trustee”, or if you cannot provide a trustee, ETF may accept another contact person. The trustee's address.
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