Beneficiary Payee
A Beneficiary Payee is the person, estate or trust last designated by a Participant, by written notice filed with the Committee, to receive a Plan benefit upon his death. For purposes of assigning pre-retirement death benefits defined in Section 6.01 and Section 6.02, in the event a Participant fails to make a designation as provided above, or if no Beneficiary so designated survives the Participant, then the Participant’s Beneficiary shall be his surviving Spouse, if any; and if none, the Participant’s surviving children; and if none, the Participant’s estate.
Forms
These forms are used by eligible GRS beneficiaries. Fill out the applicable form and mail or fax to Gwinnett Retirement Services Department at 437 Old Peachtree Road NW, Suwanee, GA 30024, fax 678-301-6275.
This form is used to update contact information such as your name, email address, mailing address, or phone number with the Gwinnett Retirement Services Department.
GRS Beneficiary Direct Deposit Authorization Form
As a beneficiary, this form allows you to have your beneficiary benefits deposited directly into your checking, savings, or money market account each month.
Tax Withholding Certificates for Pension / Annuity Payments:
Federal W-4P
The current year Federal W-4P tax form.
The completed form should be returned to the Gwinnett Retirement Services Department.
Georgia G-4P
The current year State of Georgia G-4P tax form.
The completed form should be returned to the Gwinnett Retirement Services Department.