Public Employees' Retirement System (Pers) Membership / Designation of Beneficiary Form - Montana

Public Employees' Retirement System (Pers) Membership / Designation of Beneficiary Form - Montana

Public Employees' Retirement System (Pers) Membership/Designation of Beneficiary Form is a legal document that was released by the Montana Public Employee Retirement Administration - a government authority operating within Montana.

FAQ

Q: What is the Public Employees' Retirement System (PERS)?
A: PERS is a retirement system for public employees in Montana.

Q: What is a Membership/Designation of Beneficiary Form?
A: It is a form used by PERS members to designate beneficiaries for their retirement benefits.

Q: Who can use the Membership/Designation of Beneficiary Form?
A: Any member of PERS can use this form to designate beneficiaries.

Q: What is the purpose of designating a beneficiary?
A: Designating a beneficiary ensures that your retirement benefits will be paid to the person(s) you choose after your death.

Q: Can I change my designated beneficiary?
A: Yes, you can change your designated beneficiary at any time by submitting a new form.

Q: What information do I need to provide on the form?
A: You will need to provide your personal information, such as your name and PERS ID, as well as the information of your designated beneficiary.

Q: Is it mandatory to fill out a Membership/Designation of Beneficiary Form?
A: While it is not mandatory, it is highly recommended to fill out this form to ensure that your retirement benefits are distributed according to your wishes.

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Form Details:

  • The latest edition currently provided by the Montana Public Employee Retirement Administration;
  • Ready to use and print;
  • Easy to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a printable version of the form by clicking the link below or browse more documents and templates provided by the Montana Public Employee Retirement Administration.

Download Public Employees' Retirement System (Pers) Membership / Designation of Beneficiary Form - Montana

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