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Request for Contingent Annuitant Allowance - PERSI - Idaho

Request for Contingent Annuitant Allowance - PERSI - Idaho 2026

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The document is a form used to request the commencement of monthly allowance payments to the contingent annuitant of a deceased member of the Public Employee Retirement System of Idaho (PERSI). It includes instructions for completing the form, required information about the deceased member and the contingent annuitant, options for benefit payment methods, and necessary attachments such as a death certificate and social security card.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the 'Deceased Member Information' section. Provide the full name, social security number, and date of death of the deceased member.
Next, complete the 'Contingent Annuitant Information' section. Include the contingent annuitant's full name, social security number, mailing address, daytime phone number, and email address.
In the 'Benefit Payment Instructions', choose either 'Mail payments' or 'Direct Deposit'. If you select direct deposit, ensure to attach Authorization Form RS448 along with a voided check.
Read through the 'Contingent Annuitant Acknowledgment and Certification'. Sign and date this section to confirm your request for payment.
Attach a photocopy of the Death Certificate and a photocopy of the contingent annuitant’s social security card.
Finally, return the completed form along with all attachments to PERSI at their designated address.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can you take a loan from PERSI?

Plan Loans The primary purpose of your PERSI Choice 401(k) Plan account is saving for retirement; however, the PERSI Choice 401(k) Plan has a loan feature that may allow you to access your accounts available balance during your employment.

How to pull money out of PERSI?

If you are no longer employed by a PERSI employer, you are able to make a withdrawal from your PERSI Choice 401(k) Plan account. To initiate a withdrawal, simply call Empower Retirement at 866-437-3774 or log in to your Choice 401(k) Plan Account. Once your account balance goes to zero, its closed.

What is the rule of 80 in PERSI?

BASE PLAN BENEFITS Enrollment in the PERSI Base Plan (your pension) is automatic. Both you and your employer make contri- butions to PERSI. Your contributions are credited to a personal account that earns interest. The money in your account belongs to youit is always yours no matter what!

Can you collect PERSI and Social Security?

When you docHub SSFRA and begin receiving your Social Security benefit, the PERSI amount is reduced although your income remains somewhat constant. The accelerated amount is based on the number of years and months you are away from SSFRA when you retire under PERSIs plan.

Can I pull my retirement money out whenever I want?

Yes. If the plan allows, withdrawals before 59 are possible, but they usually trigger both ordinary income taxes and a 10% early withdrawal penalty.

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How does PERSI pay out?

When you retire as a vested member, PERSI will pay you a benefit every month for as long as you live and, if you select a retirement option with a survivor benefit, your Contingent Annuitant will receive a lifetime bene- fit after your death.

Why cant I withdraw money from my retirement account?

401(k) Withdrawal Rules The general rules governing a 401(k) allow you to make penalty-free withdrawals from retirement accounts only after docHubing the age of 59 .

Request for Contingent Annuitant Allowance - PERSI - Idaho 2026

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