Waiver qualified 2026

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The document is a waiver form for the Qualified Joint and Survivor Annuity (QJSA), allowing a participant to elect a different distribution method for their retirement benefits. It requires the participant's information, signature, and consent from their spouse, acknowledging their right to QJSA and understanding the implications of waiving it. The form must be submitted within 90 days before the payment date.

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Click ‘Get Form’ to open the Waiver of Qualified Joint and Survivor Annuity in the editor.
Begin by entering your Employer Plan Number and Employer Plan Name at the top of the form. This information is essential for identifying your specific retirement plan.
Fill in your Full Name and Social Security Number in the Participant Information section. Ensure accuracy to avoid any processing delays.
Provide your Daytime Phone Number for any necessary follow-up communications regarding your waiver.
Sign in the Participant’s Authorized Signature field, confirming that you understand the implications of waiving the Qualified Joint and Survivor Annuity.
In the Consent of Spouse section, have your spouse fill in their name and sign, acknowledging their understanding of this waiver.
Ensure that a witness signs where indicated, along with any required notary public signatures to validate the document.

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