Ate of Birth: Address: Daytime Phone Number: Relationship to member (check one): Spouse or Civil Union Partner Former Spouse or Civil Union Partner Other Was member ever Divorced Yes No (If Yes you must submit copies of the Divorce Decree(s) with Property Settlement(s) and/or QDRO).
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How to fill out the NJ CB-0480-1011 online
The NJ CB-0480-1011 is the active beneficiary verification form required by the State of New Jersey's Department of the Treasury. Completing this form accurately is essential for ensuring that beneficiary information is correctly processed.
Follow the steps to complete the NJ CB-0480-1011 online.
- Press the ‘Get Form’ button to access the form and open it in your chosen editor.
- Begin filling in the member information section. Provide your name, Social Security number, pension membership number, county, and address. Ensure all details are accurate for proper identification.
- Next, move to the beneficiary information section. Enter the beneficiary’s name, their date of birth, and their address. This information must match official records.
- Provide a daytime phone number where the beneficiary can be reached. This contact information is crucial for any follow-up communications.
- Indicate the relationship of the beneficiary to the member by checking the appropriate box — spouse or civil union partner, former spouse or civil union partner, or other. This helps clarify the status of the beneficiary.
- Answer the question regarding divorce by marking ‘Yes’ or ‘No’. If you select ‘Yes’, you are required to submit copies of the divorce decree and any related property settlements or Qualified Domestic Relations Orders (QDRO).
- Finally, sign the form to attest that all the information provided is true. Include your Social Security number or Taxpayer Identification number and the date.
- Once you have completed all sections of the form, you can save your changes, download the form, print it out, or share it as needed.
Take the next step and complete your NJ CB-0480-1011 form online today!
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What is beneficiary identification?
Beneficiary Identification Codes (BICs) are the codes used to identify what type of benefit(s) a recipient of Social Security is receiving. Because of the word “beneficiary” in the name, this term may be confused with a beneficiary you'd see in an Estate Plan, but really the two aren't related.
What is beneficiary validation?
To send a payment successfully, the beneficiary, or recipient, details must be correct. It might sound obvious, but just one wrong digit could lead to a failed payment – costing you time and money, and potentially, clients.
What is the example of beneficiary?
Life insurance beneficiaries can be individuals, such as a spouse or adult child, or entities, such as a trust. For example, if you have minor children, you may choose to establish a trust and name it as the beneficiary of your life insurance policy.
What is beneficiary verification?
Beneficiary Name Verification is a new feature that allows businesses to ensure that the refunds, reimbursements, claims, etc., are sent to the intended beneficiary account only.
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