PDF
Word
Form RI38-122 Alternative Annuity and Rollover Election
What Is Form RI38-122?
This is a legal form that was released by the U.S. Office of Personnel Management on August 1, 2010 and used country-wide. As of today, no separate filing guidelines for the form are provided by the issuing department.
FAQ
Q: What is Form RI38-122?
A: Form RI38-122 is a document used to make an alternative annuity and rollover election.
Q: What is an alternative annuity and rollover election?
A: An alternative annuity and rollover election is a decision to receive retirement benefits in a different form, such as a lump sum or rollover to another retirement account, instead of a traditional annuity.
Q: Who uses Form RI38-122?
A: Form RI38-122 is used by individuals who are eligible to receive retirement benefits and want to make an alternative annuity and rollover election.
Q: What information do I need to provide on Form RI38-122?
A: You will need to provide your personal information, such as your name, social security number, and contact information, as well as details about your retirement account and the alternative annuity and rollover election you wish to make.
Q: Are there any deadlines for submitting Form RI38-122?
A: The deadline for submitting Form RI38-122 may vary depending on your retirement plan. It is important to check with your plan administrator or provider to determine the deadline.
Q: Can I change my election after submitting Form RI38-122?
A: In most cases, once you submit Form RI38-122, your election is irrevocable. It is important to carefully consider your options before making your election.
Q: Is there a fee for submitting Form RI38-122?
A: There is typically no fee for submitting Form RI38-122. However, there may be fees associated with the alternative annuity or rollover option you choose.
Q: What should I do if I have questions or need assistance with Form RI38-122?
A: If you have questions or need assistance with Form RI38-122, you should contact your retirement plan administrator or seek guidance from a qualified financial advisor.
Form Details:
- Released on August 1, 2010;
- The latest available edition released by the U.S. Office of Personnel Management;
- Easy to use and ready to print;
- Yours to fill out and keep for your records;
- Compatible with most PDF-viewing applications;
- Fill out the form in our online filing application.
Download a fillable version of Form RI38-122 by clicking the link below or browse more documents and templates provided by the U.S. Office of Personnel Management.
Download Form RI38-122 Alternative Annuity and Rollover Election
1
2
