Get Post-retirement Spouse Survivorship Option Change - New ...

Filling out the Post-retirement Spouse Survivorship Option Change form is essential for retirees looking to update their beneficiary information. This guide will provide clear, step-by-step instructions to ensure a smooth online submission process.

Follow the steps to complete the form online effectively.

1. Click the ‘Get Form’ button to access the Post-retirement Spouse Survivorship Option Change form online. This will allow you to open the document and begin editing.
2. In Section I, provide your personal information as the retiree, including your name, address, Social Security number, date of birth, and benefit group. Ensure this information is accurate and up-to-date.
3. Move to Section II, where you will designate your current spouse as the beneficiary. Fill in their name, address, Social Security number, and date of birth carefully.
4. In Section III, select the Survivorship Option you wish to elect. You can choose from Option 2, 3, or 4(A/B/C). Fill in the corresponding amounts to be paid to you and your beneficiary as required.
5. Proceed to Section IV to review the acknowledgment statement. You will need to confirm your understanding of the irrevocability of this election and provide your signature, date, and Social Security number.
6. Once you have filled out the form completely, review all the entries for accuracy. Make sure to attach a copy of the death certificate of your former spouse and both a birth certificate and marriage certificate for your current spouse.
7. Finally, save your changes, and download or print the form for your records. Ensure that you follow through with any additional submission requirements as instructed.

Take action now and complete your Post-retirement Spouse Survivorship Option Change form online.