Get Uscg Cg-4700 2010

The USCG CG-4700 form is essential for establishing a retired pay account and designating beneficiaries under the Survivor Benefit Plan. This guide provides you with clear, step-by-step instructions on how to complete this form online, ensuring that all necessary information is provided accurately and completely.

Follow the steps to successfully complete the USCG CG-4700 form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill out Section I: Identification and Address. Ensure you provide your approved retirement date, rank/pay grade, complete name, date of birth, correspondence address, and contact numbers. If any section is not applicable, enter N/A.
3. Proceed to Section II: Pay Delivery. Select whether to continue with your current direct deposit account or set up a new account. If opening a new account, be sure to complete all related fields including routing number and account number.
4. Complete Section III: Tax Withholding Information. Indicate your marital status, total number of exemptions claimed, and any additional withholding if desired. Make sure to choose an appropriate state for tax withholding if applicable.
5. In Section IV: Designation of Beneficiaries for Unpaid Retired Pay, designate any beneficiary(ies) to receive unpaid retired pay upon your death. Provide all required details such as their name, relationship, address, telephone number, and Social Security number, ensuring the share totals 100%.
6. Fill out Section V: Certification Data for Payment of Retired Personnel, ensuring you accurately respond to all questions regarding national security and prior employment.
7. Proceed to Section VI: Survivor Benefit Plan Election. Indicate your elections regarding survivor beneficiaries, ensuring to also provide spouse details and the necessary signatures.
8. If applicable, complete Section VII: SBP Spousal Concurrence. Your spouse must sign and have their signature notarized, especially if you are opting for coverage that does not include them.
9. For previous spouses, fill out Section VIII if relevant, providing their details and the related legal documentation.
10. Finally, complete Section IX: Member’s Certification. This includes providing your signature and having it witnessed by a non-relative. Ensure all required fields are filled out.
11. After completing the form, save changes, download a copy, print it, and ensure it is signed appropriately before mailing it to the designated office.

Complete your USCG CG-4700 form online today to securely manage your retirement benefits.