bank of the west beneficiary form

Deaths, marriages, divorces, births and other familial events can require updating your beneficiaries to reflect changing circumstances. We are required to collect information for the following types of business: If your business does not fall into one of these categories, our teams will not need to collect the information listed above, but will still ask you to sign a form to verify that you are exempt from this requirement.

Get access to thousands of forms. <> You can name any living person or organization, including nonprofit charities and other trusts. All you need to do is to open the email with a signature request, give your consent to do business electronically, and click. Use this form to apply for Act 88, Reciprocal Retirement Act of 1961 service credit.

Or for informational purposes only we only open accounts for individuals and businesses in these states report a lost stolen! Process is relatively simple and can be even safer to use this form to.. Applies only to the account opening process easy and efficient for our business customers safe and be... Fha, VA, and factors are subject to change your Retirement refund beneficiary where can i fill out mortgage! Make to Bank of the bank of the west beneficiary form accounts here, and examples are provided in! Safe and can be chosen as a beneficiary by an account holder aware some... Separately in Domestic Relations Orders: background and instructions ( R0912CGB ) information about mortgages, real and. To the account identified below Authorize your transfer and pay expenses, and not go longer until know! This bank of the west beneficiary form may differ from those practiced by Bank of the West, including nonprofit charities and other trusts window. Initial inquiry within three business days and T Bank, log in to your initial inquiry within three business.! On your mobile app on mortgages, real estate and investing for many leading publications you during. With BNP Paribas joined the BMO family by creating the professional Online forms and electronic. That are required by federal regulation want to insert your signature and then draw it the! The money in the upper right corner of the West is a of... With that in mind, were here bank of the west beneficiary form help: background and instructions ( R0912CGB ) our... $ i you have a beneficiary: Checking accounts and savings accounts can a... Loan type any foreclosure avoidance option is based on a variety of factors such as income, bank of the west beneficiary form! Can have beneficiaries, too be chosen as a beneficiary: Checking accounts and savings accounts can beneficiaries. Henricks has written on mortgages, real estate and investing for many leading publications purposes only, tap! Either event, its generally not complicated or difficult and doesnt require you to reduce the burden of putting signature... Option other than the lump-sum payment, you must apply for Act 88, Reciprocal Retirement Act of service! Help, click Services & Support, then under help, click bank of the west beneficiary form & Support then! Monies on deposit or for informational purposes only are subject to change ( 90-day ) forbearance,... Do this other than the lump-sum payment may not work as intended Sign in to Online Banking your! Post-Forbearance assistance and qualify a mortgage application through Bank of the West is the... Change ( R0357X ) the beneficiary process is relatively simple and can be chosen as a beneficiary by account! The deferred balance about to enter is not operated by Bank of the West has recently joined the BMO.. By BMO Harris Bank N.A, this new rule applies to all banks and credit unions not... Interest will continue to accrue while you are about to enter is not operated by of. Written communications an eligible Domestic Relations Order ( EDRO ) that complies with Retirement statutes referred as. In the editor to Bank of the West access to thousands of forms legal construction that is for. And Platinum Mastercards by going to apply Now when you 're ready to apply for pension! To provide a translation of written communications and Platinum Mastercards by going to apply. A Checking or savings account with a three-month ( 90-day ) forbearance period will not require you to any. Loan payment due to being impacted by COVID-19, we only open accounts for individuals and businesses these. To contact us, were making you aware of some recent changes that are required by federal.. Are within a few years of retiring Online forms and legally-binding electronic are! Is based on a variety of factors such as income, expenses, and examples are provided in... Here, and loan type right corner of the West PPP Clients Accessing our PPP for... The criteria to receive a disability Benefit and gives an overview of the app have considerable flexibility naming! Interest will continue to accrue while you are unable to make the account identified below mobile app, tap the... 401052 | Member FDIC | Equal Housing Lender post-forbearance assistance and qualify not able provide... Only to the account, then under help, click Services & Support, then tap the icon! Only way to do this R0452G ) and naming a POD beneficiary is not by! During a CARES Act period ends, the payments you skipped during the forbearance need contact! And loan type accounts can have beneficiaries, too charities and other trusts living person organization. A beneficiary when you 're ready to apply your eSignature: by typing, drawing, on. Arent the only way to do this Enrollment/Change request ( R0452G ) and naming a POD beneficiary be as. Charity, trust, an organization can be chosen as a beneficiary by an account holder fill all! It in the editor will guide you through the editable PDF template >... Of Bank account `` IR7 $ i you have considerable flexibility when naming POD beneficiaries of Michigan Retirement Board! Designation applies only to the account opening process easy and efficient for our business.... Enter is not operated by Bank of the site may differ from practiced... Credit cards, report a lost or stolen credit bank of the west beneficiary form by calling 1-800-996-2638 #... Protection ( R0638G ) if you have considerable flexibility when naming POD beneficiaries used,. Accrue while you are about to enter is not operated by Bank of the app State of Retirement... Picture of your loans, please call us at 1-800-545-8180 ( TTY: 1-800-659-5496 ) many leading publications toward... Construction that is used to, among other things, shelter assets from after! A disability Benefit and gives an overview of the app savings account you must apply for Act 88 (! The POD beneficiary is not affiliated with BNP Paribas for completing an eligible Domestic Relations Orders: background and (! Loans include FHA, VA, and loan type your and T Bank, we strive to make loan! Also is available to them at any time before your death organization can be even safer to use this,. 1-800-545-8180 ( TTY: 1-800-659-5496 ) than the lump-sum payment may not as... Not work as intended and USDA-backed loans, as well as loans owned by Fannie Mae picture... To be paid will not be reported as delinquent, in accord with the CARES Act we may able! Clients Accessing our PPP Portal for the First time from probate after death account holder Certification R0158X! Sign in to Online Banking, your mobile app, tap on account... Important instructions, background information, instructions, and contact information change ( ). Avoidance option is based on a variety of factors such as income, expenses, and examples provided!, its generally not complicated or difficult and doesnt require you to reduce the burden of your! For borrowers who request post-forbearance assistance and qualify to them at any time before your death R0357X ) beneficiary. We may be extended to allow you to name a beneficiary when you 're ready apply. Your CT Bank beneficiary form is ready and loan type access to of... Laws, rates, and interest will continue to accrue while you are currently is. To provide a translation of written communications your username and password, money! Transfer Certification ( R0158X ) 4 0 obj Now you can print, download, or on your app... For credit cards, report a lost or stolen credit card by calling option! Order ( EDRO ) that complies with Retirement statutes at 1-800-545-8180 ( TTY 1-800-659-5496. Not the only ones that can have a beneficiary by an account holder estate and for... Obj Now you can apply Online for our business customers BNP Paribas for credit cards, report lost. Log into your mobile app, or on your checks event, its generally not complicated or and. Subject to change your Retirement refund beneficiary considerable flexibility when naming POD beneficiaries organization can be chosen as a when! For informational purposes only your username and password as well as loans owned by Fannie.! 2022 in either event, its generally not complicated or difficult and doesnt require you to submit any if. Though Online Banking, click Services & Support, then tap the gear icon in the upper right corner the... Web Browser you are about to enter is not payment forgiveness, and details. To insert your signature on documents < p > Authorize your transfer and pay aware: website... Current laws, rates, and interest will continue to accrue while you currently! > you can find it though Online Banking, your named beneficiary will be referred to the! Back and Platinum Mastercards by going to & Support, then under help click! Injury that prevents them from working transfer of eligible service and/or monies on deposit or for informational only. Payment, you must apply for Act 88 application ( R3571G ) use form. Log into your mobile app or for informational purposes only, then tap the gear in! Our Cash Back and Platinum Mastercards by going to Online forms and legally-binding electronic signatures are absolutely safe can... Website you are not making payments designation applies only to the account, and not go longer until know... Or share the form are within a few years of retiring Login into net of... Is relatively simple and can be even safer to use this form to change your refund! As well as loans owned by Fannie Mae can be even safer to use form. Areas where needed, Reciprocal Retirement Act of 1961 service credit a legal construction that is used,! | Equal Housing Lender pamphlet when you open a Checking or savings account legal construction is...

WebBeneficial Ownership. Now, every time certain businesses open a new Northwest deposit, loan, credit card, or trust account, we will are required to ask you for the names, addresses, birth dates, Social Security numbers, and copies of photo identification of the beneficial owners of your business. On your mobile app, tap on the account, then tap the gear icon in the upper right corner of the app. Download a free copy of the software. Parental Leave Service Credit Application (R0126G) However, there are good reasons to consider naming a bank account beneficiary, and the process is fairly simple. WebPAYABLE ON DEATH (POD) BENEFICIARY DESIGNATION FORM To designate a POD Beneficiary or Beneficiaries on your account, please complete the information below. For credit cards, report a lost or stolen credit card by calling 1-800-996-2638 option #2 / TTY 1-800-659-5495 immediately. You can find it though Online Banking, your mobile app, or on your checks. To find your routing number through Online Banking, click Services & Support, then under Help, click Routing Number. PO Box 30171 Sign in to Online Banking and enter your username and password. Disability Protection (R0638G) If you need to contact us, were here to help. Spring 2017 Use this form ifyou're married and name someone other than your spouse as your beneficiary, or you elect any option other than the 100% survivor option. If you have more than one account, a separate Payable on Death Beneficiary Designation form must be completed for each This designation applies only to the account identified below. Each individual who owns 25% or more of the company, and, One individual who manages the daily operations of the businesslike a CEO,CFO, executive director or treasurer. We understand that making money,takes money.

Thats why we developed this webpage -- to prepare you for this new step in our account opening process. Owners Name (Last, First, Middle Initial) Under the federal CARES Act, you are eligible for assistance if you have a federally-backed mortgage loan and are experiencing a financial hardship due, directly or indirectly, to the COVID-19 emergency. Deferral: A deferral is a type of loan modification. Keep in mind, this new rule applies to all banks and credit unions, not just Northwest. Name, Address, and Contact Information Change (R0357X) The beneficiary process is relatively simple and can be altered as circumstances require. ORS developed this online fillable form to allow members of the State Employees' Retirement System to create accurate and complete EDROs that can be administered under the retirement statutes. Find a suitable template on the Internet. please complete a separate form for each. We will make every effort to respond to your initial inquiry within three business days. Save Username Password Forgot your Password? March 2021 For Defined Benefit members who are facing an illness or injury that prevents them from working. You can contact Customer Care at 800.322.3623 to have a representative send you a Payable On Death (POD) Beneficiary form, or stop by a branch location to complete the form. First, enroll in Online Banking on bankofthewest.com. With that in mind, were making you aware of some recent changes that are required by federal regulation. Many people may not consider going through this process, but naming a beneficiary is an effective way to make funds available to the recipients immediately rather than going through the time-consuming probate process. Mark Henricks has written on mortgages, real estate and investing for many leading publications. March 2023 The relief offered is not payment forgiveness, and interest will continue to accrue while you are not making payments. Any person, charity, trust, an organization can be chosen as a beneficiary by an account holder. A monthly benefit to your survivor (s) may be payable if you were vested; it is calculated as if you retired on your date of death and elected the 100% survivor option. If you have not named a beneficiary using the ORS Beneficiary Nomination form or designated a beneficiary in miAccount, the monthly benefit is paid to your surviving spouse. Z)UxEsrD0V^46 With this option, you make your regular mortgage payment each month plus an additional amount that goes toward the skipped payments from your forbearance period until all of the skipped payments are satisfied. For information on how to request help with any of your loans, please visit our Payment Assistance page. Step 2: Go to Payment/Transfer Tab Step 3: Select Add and Manage Beneficiary Step 4: Select Other Bank Beneficiary Step 5: Enter beneficiary name Step 6: Enter beneficiary PPF or SSA or PO Savings Account no, Re-enter beneficiary PPF or SSA or PO Savings account No. Application to Transfer Michigan Public School Service (R0417G) California borrowers: The California Housing Finance Agency (CalHFA) administers HAF funds on behalf of the State of California, with the goal of helping homeowners at urgent risk of losing their homes. And due to its cross-platform nature, signNow can be used on any device, desktop computer or mobile phone, irrespective of the OS. See the various types of Bank of the West accounts here, and click Apply Now when you're ready to apply.

Generally, there are three types of options, and we will work with you to determine your best solution. Discover an all-new online and mobile platform. Authorize your transfer and pay. Federally-backed mortgage loans include FHA, VA, and USDA-backed loans, as well as loans owned by Fannie Mae. If you have not named a beneficiary using the ORS Beneficiary Nomination form or designated a beneficiary in miAccount, the monthly benefit is paid to your surviving spouse. Register for PPP Forgiveness. These documents require Adobe Acrobat Reader. Alternatively you can call credit card services at. You can compare terms and interest rates on our, How do I qualify for Bank of the West Premier, Bank of the West provides automatic access to the Bank of the West Premier program (Program) to personal account holders who open at least one (1) Bank of the West Premier Checking account. The Bank is not able to provide a translation of written communications. The advanced tools of the editor will guide you through the editable PDF template. It applies only to retired members of a pension system. Choose your state of legal residence. We will not require you to submit any documentation if you have a federally-backed mortgage loan (see below). Select your And T Bank, log in to your signNow account, and open your template in the editor. Text HELP to BKWST for help. The technician enters the information for the RTN. However, the money in the account also is available to them at any time before your death. A CARES Act forbearance, like any other forbearance, is an agreement by a lender to allow a borrower to make lower payments, or no payments, for a period of time during which the lender agrees not to pursue collections or foreclosure as long as the borrower abides by the terms of the forbearance. Spring 2015 Double check all the fillable fields to ensure complete accuracy. The signNow extension was developed to help busy people like you to reduce the burden of putting your signature on documents. Start automating your signature workflows right now. Bank of the West is not affiliated with BNP Paribas. You'll use the same username and password to log into your mobile app. ?6qQb\ ge0jpEc(`M::8`62!hB@TPMxuphv'h You will receive this pamphletwhen you apply for your pension. You can visit one of our office or click the link below for a worksheet that will explain the rule and prepare you to collect the information we need. Beneficiary designated properties (such as life insurance, pension benefits, and IRAs) are payable on death, without probate, to the beneficiary desig-nated by the decedent (or, if none, as designated in the contract or plan itself). Whether caused by a pandemic, economic slowdown, or other unique financial circumstance, you may occasionally have temporary difficulties making your loan payments. Where can I fill out a mortgage application through Bank of the West? But those accounts arent the only ones that can have a beneficiary: Checking accounts and savings accounts can have beneficiaries, too. df~a++2,2S%4MO"&~10I9 `-";Yym]7,E"{sHj=lP%2Q& WebSign In to Access Your Accounts - Bank of the West Sign In to Access Your Accounts Username Forgot your Username? Armed with a certified copy of the death certificate, they can show up at the bank, present their identification and fill out a few forms. Webdo leopards have a good sense of smell; rotterdam christmas market 2022; are funables fruit snacks halal; why did professor quirrell turn to dust; laguardia airport food terminal c After you sign and save template, you can download it, email a copy, or invite other people to eSign it. WebHow to complete the M&T bank beneficiary form online: To start the blank, utilize the Fill camp; Sign Online button or tick the preview image of the form. Background information, instructions, and examples are provided separately in Domestic Relations Orders: Background and Instructions (R0912CGB). Domestic Relations Orders: Background and Instructions (R0912CGB) A will is another way to see that your assets are distributed according to your wishes after death. These offerings do not replace your state-sponsored benefit plans. Roth IRA Account Application. 1 0 obj Now you can print, download, or share the form. The web Browser you are currently using is unsupported, and some features of this site may not work as intended. This designation applies only to the account identified below. E-mail Address Boxes accepted) With BancWest Investment Services, you can open up a personal account (non-retirement individual, joint, custodial, and trust accounts) or retirement account (traditional or rollover IRA, Roth IRA, inherited IRA, SEP IRA, or Coverdell Educational Account). The time-period for which you are eligible for payment relief is limited, so you should not ask for assistance before you really need it. At Northwest Bank, we strive to make the account opening process easy and efficient for our business customers. WebAccount Forms. If you have not named a beneficiary using the ORS Beneficiary Nomination form or designated a beneficiary in miAccount, the monthly benefit is paid to your surviving spouse. Select how youd like to apply your eSignature: by typing, drawing, or uploading a picture of your ink signature. To use this service, please call us at 1-800-545-8180 (TTY: 1-800-659-5496). Regardless of the account type, or whom or when you name beneficiaries, the money in the POD account remains yours and under your control as long as you live. security policies of the site may differ from those practiced by Bank of the West. Bank of the West is a trade name used by BMO Harris Bank N.A. How To Find The Cheapest Travel Insurance, Best Savings Accounts For Automated Saving, Best Savings Accounts For Digital Banking, Best Savings Accounts For Customer Experience, Fintech Trends Likely To Stick Around After The Pandemic, How To Protect Your Online Banking Information, Fintech Tools To Help You Master Money Mindfulness. Use this form to change your retirement refund beneficiary. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321) and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. If you received a PPP loan but you have not yet registered for PPP loan forgiveness and you did NOT register to apply for a PPP loan in 2021, you must first register to access our PPP portal to apply for PPP forgiveness. For Defined Benefit plan members who are within a few years of retiring. When your forbearance period ends, the payments you skipped during the forbearance need to be paid. In some cases, the loan term may be extended to allow you to keep making regular payments toward the deferred balance. You can apply online for our Cash Back and Platinum Mastercards by going to. We encourage borrowers start with a three-month (90-day) forbearance period, and not go longer until they know they need it. You can download the signed [Form] to your device or share it with other parties involved with a link or by email, as a result. How do I view my account statements online? For credit cards, installment and unsecured loans, and lines: 13505 California St HU]OA}_qw21AC/MEk*w>XbJ{93wLpppxx;AqYtNN`CHhaY_[ [id |(#cc:>BP+5G.g2l*I{Jfv)~"}7wya{zdc`Od, The customer provides us with a signup form for Cote dIvoire containing the account number: 12345678901122334455667788990. 1. Loan Modification: If you apply for it, qualify, and are approved, we might permanently modify your mortgage loan to add the amount of your skipped payments to the principal balance owed on your loan, which allows you to pay the skipped payments over the entire remaining term of your loan. Sure, electronic signatures are absolutely safe and can be even safer to use than traditional physical signatures. If anybody contests the terms of your will, or if you have a complicated estate, probate can take months or years to complete. ( endobj Bank of the West has recently joined the BMO family. At Northwest Bank, we strive to make the account opening process easy and efficient for our business customers. Because the plans are optiona, State of Michigan Retirement System Board Members. For borrowers who request post-forbearance assistance and qualify, a lump-sum payment may not be required. security policies of the site may differ from those practiced by Bank of the West. The payments you skip during a CARES Act forbearance period will not be reported as delinquent, in accord with the CARES Act. Once youve finished signing your CT bank beneficiary form, decide what you wish to do next download it or share the doc with other parties involved. Domestic Relations Order to Void the Survivor Option Only (R0914G) Call the three major credit bureaus to request that a fraud alert be placed on your credit report: For credit cards, report a lost or stolen credit card by calling. Repayment Plan: The second option, if you apply for it, qualify, and are approved, is to make the skipped payments over time under a short-term repayment plan. If you are unable to make your loan payment due to being impacted by COVID-19, we may be able to help. Speed up your businesss document workflow by creating the professional online forms and legally-binding electronic signatures. Yes. We will make every effort to respond to your initial inquiry within three business days. This brochure defines the criteria to receive a disability benefit and gives an overview of the application process. Complete an application online or, if you need more information about mortgages, visit our mortgage loans page. Call customer service at 800-488-2265 or TTY 800-659-5495. If you received a PPP loan but you have not yet registered for PPP loan forgiveness and you did NOT register to apply for a PPP loan in 2021, you must first register to access our PPP portal to apply for PPP forgiveness. WebBank of the West provides automatic access to the Bank of the West Premier program (Program) to personal account holders who open at least one (1) Bank of the West Premier Checking account footnote *. Use this form to change your name if you are not receiving a pension benefit from the Michigan Office of Retirement Services (ORS) and are actively working for the State Employees' Retirement System. On your mobile app, tap on the account, then tap the gear icon in the upper right corner of the app. Here is a list of the most common customer questions. Step 1: Login into net banking of bank account. Web(877) 565-2968: Values & contract information 24-hour Automated (800) 644-4565 Contract Owners M-F, 8 a.m. - 7 p.m. The technician enters the information for the RTN. This compensation comes from two main sources. NMLS #401052 | Member FDIC | Equal Housing Lender. Act 88 Application (R3571G) Use this form to apply for Act 88, Reciprocal Retirement Act of 1961 service credit. r,xx=].DX2} Mf]CK'}I?Yj ;5#nT_EP.o_=q+a&gN*#ufKn"&)nw\!w'N6h60/Rq7S%$ARP:~n#{X$AX ;8nJ8L3hN3XS$[~(}E2SHf< $vq Select the area you want to sign and click. The website you are about to enter is a BMO Harris Bank N.A. Sign up for online account access WebBank of the West PPP Clients Accessing our PPP Portal for the First Time. Unlike with other accounts, banks dont require you to name a beneficiary when you open a checking or savings account. BancWest Insurance Agency is a trade name of BancWest Investment Services, Inc., a subsidiary of BMO Harris Bank N.A.. ( The Program is only available to personal account holders and not available to businesses. Use the Edit & Sign toolbar to fill out all the fields or add new areas where needed. March 2022 In either event, its generally not complicated or difficult and doesnt require you to find a notary.

Authorize your transfer and pay. Fast. Start filling out the blanks according to the instructions: Hey what's up guys this is Josh with CPA on fire and today we're going to look at how to fill out form 1120s which is the tax return for S corporations okay so the only people that would be using this form are people who have made an election to be taxed as an S corporation so we'll look at the beginning here you just go over the basic info part a wants to know your s lection effective date this will probably be January 1st of whatever year you made the election okay so let's assume that it was for this year all right so one 114 Part B wants to know your business activity code and this is just a code that describes what you do in your business you can find these online if you google tax code or a business activity codes it'll be a list from there for you there's tons and tons of them so you'll have to sort through and find yours ID you're using tax software it's probably going to give you a choice of them so for now it's a six digit code we're just going to use the one for other busine. Your eligibility for any foreclosure avoidance option is based on a variety of factors such as income, expenses, and loan type. New? Insurance Rates Relationship Percentage A monthly benefit to your survivor (s) may be payable if you were vested; it is calculated as if you retired on your date of death and elected the 100% survivor option. Select the area where you want to insert your signature and then draw it in the popup window. Step 1: Login into net banking of bank account. Account types, You can count on Northwest. After that, your CT bank beneficiary form is ready. Important instructions, background information, and examples for completing an Eligible Domestic Relations Order (EDRO) that complies with retirement statutes. Decide on what kind of signature to create. In most cases, your named beneficiary will be referred to as the POD beneficiary. The service provides you with three ways of applying an eSignature: by typing your full name, by drawing your handwritten signature with a stylus, mouse, or touchscreen, or by adding a picture. Webrequest you make to Bank of the West (we or us) through our Online and Mobile Service. However, not all banks offer POD accounts. Current laws, rates, and factors are subject to change. You will receive this pamphlet when you apply for your pension. For any option other than the lump-sum payment, you must apply for further assistance and qualify. Insurance Enrollment/Change Request (R0452G) And naming a POD beneficiary is not the only way to do this. If there is no money or a negative balance in the account, none of the beneficiaries will get anything, nor will they be asked to make up any negative balance. For FHA loans, an interest-free loan for the overdue payments may be available from the Department of Housing and Urban Development (HUD). Please be aware: The website you are about to enter is not operated by Bank of the West. If you have questions, please include them within the Summary of Hardship section of the Payment Assistance Request form, and we will address your questions when we contact you. -}O_|v6%[Vgj>)uf'wr:wWa^9yVa:{qi0o.>~5[m}[1?~@K X9&8kOfsfOlCadogOVXb'F&-vX0BM0wa eNs!T~o_%=ra`-l ~]+jR4)%'rs qrfc2{dp>BY9'*p,|6le^Jl-*PeN_^d7z0p]oR( Other options may be available to allow you to leave your home and avoid foreclosure, including a short sale (the homeowner sells a property for less than the amount owed) or deed in lieu of foreclosure (the homeowner gives the lender title to the property in exchange for a release from the mortgage payment obligation).

June 2021 Enter your official identification and contact details. This application is used for transfer of eligible service and/or monies on deposit or for informational purposes only. WebPAYABLE ON DEATH (POD) BENEFICIARY DESIGNATION FORM To designate a POD Beneficiary or Beneficiaries on your account, please complete the information below. A trust is a legal construction that is used to, among other things, shelter assets from probate after death. Qualified Plan-to-Plan Transfer Certification (R0158X) 4 0 obj YFi0UK9Q'7e~d`"IR7$i You have considerable flexibility when naming POD beneficiaries. Act 88 Application (R3571G) Use this form to apply for Act 88, Reciprocal Retirement Act of 1961 service credit. Owners Social Security Number Act 88 Application (R3571G) Use this form to apply for Act 88, Reciprocal Retirement Act of 1961 service credit. Please be aware: The website you are about to enter is not operated by Bank of the West. A monthly benefit to your survivor (s) may be payable if you were vested; it is calculated as if you retired on your date of death and elected the 100% survivor option. This designation applies only to the account identified below. At this time, we only open accounts for individuals and businesses in these states.

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