) Mail Center Option Designation (For Option Change – Due to Death) SS# Name Monthly Payment Plan (complete only the plan you want -- leave others blank) * * * * * YOUR SELECTION IS IRREVOCABLE * * * * * Maximum Option I elect to continue to receive my current check amount. Upon my death, the check for the month in which death occurs will be prorated to the date of death and will be payable to my estate with no further benefits for a beneficiary. Date Your Signature This option is not .
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How to fill out the PA PSRS-631 online
This guide provides clear, step-by-step instructions on how to fill out the PA PSRS-631 form, which is used for option designation due to death in the Pennsylvania Public School Employees' Retirement System. Whether you are familiar with legal documents or new to this, this guide will assist you in completing the form correctly.
Follow the steps to complete your PA PSRS-631 form efficiently.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by entering your Social Security Number (SS#) and name in the designated fields at the top of the form.
- Select the monthly payment plan you wish to designate. Only complete the section for the option you choose and leave the others blank, as your selection is irrevocable.
- If you choose the Maximum Option, indicate that you prefer to continue receiving your current check amount. Provide your signature and the date.
- For Option 1, understand that you will receive a reduced retirement allowance. Designate your primary beneficiary in Section B/C of the enclosed 'Nomination of Beneficiaries' form and sign and date the option.
- If selecting Option 2, name your Survivor Annuitant in the provided space and include their birth certificate copy. Remember that only one person may be designated. Provide your signature and date.
- For Option 3, similarly name your Survivor Annuitant and include the required information about their gender, date of birth, relationship, and address. Also, provide your signature and date.
- If opting for a Special Option, specify the details in the attached letter regarding distribution and any designated survivor information. Sign and date this selection as well.
- Once all sections are completed, ensure all signatures and dates are accurate before proceeding to save your changes, download, print, or share the form as needed.
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