Get Joint & Survivor Election Form And Joint & Survivor Rejection Form

Filling out the Joint & Survivor Election Form and Joint & Survivor Rejection Form can be an essential step in securing your pension benefits. This guide provides a clear, step-by-step approach to help users navigate the process of completing these forms online with confidence.

Follow the steps to successfully complete your forms online.

1. Click ‘Get Form’ button to obtain the Joint & Survivor Election Form and Joint & Survivor Rejection Form and open them for editing.
2. Begin by filling out the personal data section of the form, which includes your name, Social Security number, address, phone number, and date of birth. Make sure to indicate your marital status and attach copies of both birth certificates and marriage certificate as required.
3. Select your intended retirement date and choose the type of pension you are applying for from the available options, ensuring you meet the criteria for each type.
4. In the Joint & Survivor Election Form, clearly indicate whether you wish to receive your pension as a Joint & Survivor Pension or select another option such as Single Life or Contingent Annuitant Pension. Fill in appropriate details for your spouse or beneficiary if applicable.
5. If opting for a Joint & Survivor rejection, ensure you fill out the rejection form completely, including your signature and, if applicable, your spouse's signature. Both signatures must be notarized.
6. Review all entered information for accuracy, ensuring that all required fields are completed. Remember to save your changes regularly.
7. Once you have completed the forms, download, print, or share them as needed, ensuring they are sent to the appropriate pension fund office within the stipulated timeframe.

Start completing your Joint & Survivor forms online today to secure your pension benefits.