Maryland supplemental retirement plan beneficiary or alternate payee claim form 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Section 1, where you will provide your participant information. Indicate whether you are filing a Beneficiary Claim or an Alternate Payee Claim by checking the appropriate box. Fill in your name, Social Security number, and mailing address.
3. In Section 2, select your beneficiary(ies). If this is a change of beneficiary, check the corresponding box. List each beneficiary's name, relationship, Social Security number, and date of birth. Ensure that the split percentage is clearly indicated.
4. Proceed to Section 3 to choose your payout options. Depending on your claim type, select from various plans such as 457(b), 401(a), or others. Specify if you prefer a lump sum or systematic withdrawal and complete any necessary details.
5. In Section 4, if applicable, indicate your eligible rollover distribution preferences. Ensure all required documents are attached for processing.
6. Finally, sign and date the form in Section 5 to authorize your request.

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