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Get Or 459-007 2014-2025
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How to use or fill out the OR 459-007 online
The OR 459-007 form is essential for individuals applying as alternate payees for retirement benefits. This guide provides step-by-step instructions to help users complete the form accurately and efficiently.
Follow the steps to successfully fill out the OR 459-007 form online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Fill in Section A, the Applicant Information, by providing your PERS ID number, date of birth, and contact numbers. Ensure that all entries are clear, as illegible forms could be returned, delaying your application.
- In Section B, indicate the effective date for your benefit election, ensuring you use the correct month and year corresponding to your retirement.
- Complete Section C with the full name and Social Security number of your ex-spouse, as well as any relevant divorce details.
- Review Section D for the benefit options. Select one option and, if applicable, provide the percentages for installment payments if you choose a Lump-Sum option.
- In Section E, select whether you are a resident of Oregon, as this affects your tax status.
- Sign and date Section F, ensuring your signature is notarized. This step is crucial for the application's validity.
- Once all sections are completed, you can save changes, download the form, print it, or share it as needed.
Complete your PERS Alternate Payee Benefit Application online today for a smoother filing experience.
When submitting your tax return, include your primary tax form, supporting schedules, and any documentation for deductions or credits you claim. This may consist of W-2s, 1099s, and receipts for eligible expenses. To assist you with this process, OR 459-007 offers valuable resources for ensuring your documentation is complete.
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