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- client who used to work for the IRS has a pension and needs a beneficiary form how to get one
client who used to work for the IRS has a pension and needs a beneficiary form how to get one
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corinnerichard
Level 3
09-26-2023
09:06 AM
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please reply [removed] for answer to my question of how to obtain a beneficiary change form for my client who used to work for the irs and has a pension
thank you
[removed]
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3 Comments 3
George4Tacks
Level 15
09-26-2023
09:12 AM
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Look at his 1099 and contact the payer.
Here's wishing you many Happy Returns
George4Tacks
Level 15
09-26-2023
09:13 AM
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It is best not to put your personal e-mail on a public forum.
Here's wishing you many Happy Returns
qbteachmt
Level 15
09-26-2023
11:49 AM
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How is this a ProSeries Tax program use question?
Did you send the client to their OPM Account? Or to OPM at all?
Here:
https://www.opm.gov/forms/pdf_fill/sf3102.pdf
You're welcome.
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