Get 459-441 Variable Election Retiring Members.indd - State Of Oregon - Oregon

Filling out the 459-441 Variable Election Retiring Members form is essential for members of the PERS Tier One/Tier Two Program. This guide provides clear, step-by-step instructions to ensure accurate completion of the form online.

Follow the steps to successfully complete your form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In Section A, provide your applicant information. Type or print clearly using dark ink, ensuring your first name, middle initial, last name, Social Security number, mailing address, city, state, zip code, country, day and evening phone numbers, date of birth, and email (optional) are included. Ensure legibility to avoid delays.
3. In Section B, indicate your participation in the Variable Annuity Program after retirement. Choose either to not participate (which requires confirmation of transferring your total variable account balance to your regular account) or to participate, understanding that your monthly retirement benefit may vary based on investment performance.
4. If applicable, provide additional information such as whether you are a member or an alternate payee and complete the cross-reference member SSN section.
5. Sign the form. Ensure you do not print but provide your signature in the designated area.
6. Date your signature to confirm when the form was completed.
7. Copy the form for your records before returning it to PERS. This step is crucial for tracking and reference.
8. Finally, save your changes, download the form, print, or share it as needed once you have filled out the details.

Complete your documents online to ensure timely processing and maintain accurate records.