Get Judge Member Service: Pre-retirement ... - State Of Oregon - Oregon

Filling out the Judge Member Service: Pre-Retirement Designation of Beneficiary Packet is an essential step for those looking to designate beneficiaries for their judge member account. This guide provides clear and supportive instructions to assist you in completing the form accurately online.

Follow the steps to complete your beneficiary designation form.

1. Press the ‘Get Form’ button to acquire the form and open it in your preferred editing tool.
2. Carefully read the instructions provided on the form before you begin filling it out. This will help you avoid common mistakes.
3. In Section A, complete the Member Information block. Ensure you provide accurate details such as your first name, middle initial, last name, social security number (optional), mailing address, and phone number.
4. In Section B, if applicable, fill in the details of your current spouse. If you have elected to designate a former spouse as a beneficiary, select the appropriate checkbox.
5. Proceed to Section C to designate a specific person as your beneficiary. Include the beneficiary's name, and you may also provide their date of birth and relationship to you, although these are optional fields.
6. If you are naming your estate as the beneficiary, complete Section D by checking the provided box and entering the name and address of your personal representative.
7. In Section E, if you wish to designate a trust as the beneficiary, check the respective box and enter the legal name of the trust, the name of the trustee, their address, and the date the trust was established.
8. Do not forget to sign and date at the bottom of Section F. This signature is required for the form to be valid.
9. After completing the form, you can save your changes, download the completed form, and either print it to mail or fax it to PERS as per the instructions.

Complete your Judge Member Service: Pre-Retirement Designation of Beneficiary Packet online today to ensure your wishes are documented.