Co 1049A Form PDF Details

Navigating post-retirement life requires careful planning and often, the delegation of certain responsibilities to trusted individuals. This is where the Co 1049A form, or the Limited Durable Power of Attorney (LDPOA) - Post Retirement, plays a critical role for members of the State Employees' Retirement System (SERS) in Connecticut. Crafted to safeguard the interests of retirees, this document allows members to appoint an Attorney-In-Fact to manage their SERS-related transactions on their behalf, ensuring continuity and the careful handling of retirement benefits despite any changes in the retiree's capacity. This legal instrument remains effective until it is either revoked by the retiree, the appointed Attorney-In-Fact steps down or is removed, or upon the retiree's death. It is specifically designed to handle certain post-retirement transactions, which include but are not limited to, changes in address or tax withholdings, with exclusions particularly noted in alteration of payment election options or survivor annuitants post-retirement. The State of Connecticut, through the Retirement Services Division (RSD), provides this form, emphasizing the importance of seeking legal advice before its execution due to its significant implications. It is meticulously structured to require not only the retiree's personal information but also that of the designated Attorney-In-Fact, alongside a thorough agreement to the terms laid out, underscoring the mutual understanding and agreement between both parties. This document reflects the system's commitment to its members' welfare, signaling a bridge of trust and continuity in managing the retirees' rights and benefits securely and efficiently.

QuestionAnswer
Form NameCo 1049A Form
Form Length2 pages
Fillable?Yes
Fillable fields37
Avg. time to fill out7 min 54 sec
Other nameswhat is a 1049 tax form, what is 1049 form, form 1049 irs, what is a 1049 form

Form Preview Example

Power of Attorney - Post Retirement

STATE OF CONNECTICUT

State Employees Retirement System

OFFICE OF THE STATE COMPTROLLER

CO-1049A Rev. 8/2015

RETIREMENT SERVICES DIVISION

Page 1 of 2

 

LIMITED DURABLE POWER OF ATTORNEY (LDPOA) - POST RETIREMENT

PART I - GENERAL INFORMATION AND INSTRUCTIONS - PLEASE READ CAREFULLY

Connecticut statutes allow an entity to establish its own criteria as to what it will accept with regard to a Limited Durable Power of Attorney (LDPOA). In order to safeguard the interests of members of the State Employees' Retirement System (SERS) a member wishing to designate someone as his or her Attorney-In-Fact must use this form to do so. This LDPOA authorizes your Attorney-In-Fact to perform on your behalf any transactions with SERS that you could request yourself. This form is intended for use with SERS only. Every LDPOA is subject to review and approval by the Retirement Services Division (RSD). This two page document must be signed, dated, witnessed and notarized where indicated.

1. This LDPOA gives the person you designate the power to make any and all decisions for your SERS related matters on your behalf. The RSD is providing this instrument to its SERS members as a matter of courtesy. Due to the significance of this document RSD strongly recommends that you seek legal advice before signing this document.

2. This LDPOA remains in effect until the earliest of the following occurs: (a) your death; (b) your Attorney-In-Fact relinquishes his/her duties or a court acting on your behalf terminates such authority; (d) you revoke this LDPOA by written notification to RSD. This LDPOA may not be amended.

3. If your Attorney-In-Fact is your spouse, RSD shall presume and deem this LDPOA revoked if either you or your spouse files for divorce unless you specifically write and notify us otherwise.

4. This LDPOA will continue in full force and effect despite any incapacity or disability you may suffer after execution.

5. This LDPOA is limited to certain post retirement transactions such as changing an address or tax withholding.

In accordance with the provisions of the State Employees Retirement Act, payment election options and survivor annuitants cannot be changed for any reason after retirement.

PART II - MEMBERS (PRINCIPAL) INFORMATION (Type or Clearly Print This Information)

MEMBER'S NAME (Last)

First Name

M.I.

EMPLOYEE NO.

SOC SEC NO.

MEMBER'S ADDRESS (Street, No., Name) (City, State, Zip Code)

PART III - DESIGNATION OF ATTORNEY- IN-FACT (AGENT) (Type or Clearly Print This Information)

The individual you wish to designate as your Attorney-In-Fact (Agent)

NAME (Last, First, M.I.)

First Name

M.I.

SOC SEC NO.

ADDRESS (Street, No., Name) (City, State, Zip Code)

RELATIONSHIP

PART IV - AGREEMENT AND ACKNOWLEDGEMENT

I have read or have had explained to me the information contained on this page, page one of this two page LDPOA form, and I understand its contents. I understand that I am also referred to as the Principal in and throughout this document.

Name of Member (Principal)

Date

Directions: As you have retired: Fill in and execute both pages of this LDPOA form. Keep a copy for your records and send the original LDPOA (both pages) directly to the Retirement Services Division, Payroll Unit, 55 Elm Street, Hartford, CT 06106. Please note that payment election options and survivor (contingent) annuitants cannot be changed for any reason after retirement.

Power of Attorney - Post-Retirement

STATE OF CONNECTICUT

OFFICE OF THE STATE COMPTROLLER

State Employees Retirement System

RETIREMENT SERVICES DIVISION

CO-1049A Rev. 8-2015

 

Page 2 of 2

 

 

LIMITED DURABLE POWER OF ATTORNEY (LDPOA) - POST RETIREMENT

I hereby give

 

(name of Attorney-In-Fact) who was designated as my Attorney-In-Fact

on the first page of this two page form, the full power and authority to represent me in the following post retirement plan transactions on my behalf with SERS to the extent that I could do myself as a member of SERS. My Attorney-In-Fact shall be authorized to do the following with regard to my SERS pension benefits (initial all that you DO authorize):

Responding to SERS request for information or documents or representing me in any request for information or forms.

Designate a beneficiary to receive remaining contributions and interest (if any) after my death and the death of any contingent annuitant.

Changing my tax withholding.

Changing the address or bank to which my SERS payments are sent: however SERS will not make the check payable to my Attorney-In-Fact or have SERS deposit my check payable to an account that does not have my name on it.

Important Note For Direct Deposit & Direct Deposit Changes Only: A power of attorney may not be necessary to make changes to direct deposits. For direct deposit and direct deposit changes only, RSD will accept a copy of the Representative Payee designation made by the Commissioner of Social Security. There are two such types of payees: an individual representative payee who could be a family member or friend or a lawyer, a legal guardian, or a volunteer for a government or non-profit agency or an organizational representative payee, which includes social service agencies, institutions (long term care, nursing homes, etc.) or a financial organization. This payee designation will be accepted by RSD and will be sufficient for direct deposit changes.

By signing this form. I am granting(name of Attorney-In-Fact) the full power and

authority to act on my behalf with regard to the SERS transactions I have marked above. I understand the legal impact in executing this LDPOA and hereby agree to hold SERS, the State of Connecticut and its employees harmless for any alleged misuse, mismanagement or malfeasance by the Attorney-In-Fact exercising any and/or all powers granted under this LDPOA. Furthermore, no State employee who relies in good faith upon the authority granted hereunder shall incur any liability to me, my estate, my heirs successors or assigns.

IN WITNESS WHEREOF, I have signed this Limited Durable Power of Attorney on

, 20

 

 

 

 

 

 

 

 

 

Signature of Member (Principal)

 

Address (Street/Town/State) Where Signed

 

Statement of Witnesses: I declare that the Principal has identified himself or herself to me, that the Principal signed or acknowledged this LDPOA in my presence, that I believe the Principal to be of sound mind, that the Principal has affirmed that the Principal is aware of the nature of the document and is signing it voluntarily and free from duress.

1. Witness Signature:

 

 

2. Witness Signature:

 

 

Date signed:

 

 

Date signed:

 

Address:

 

 

 

Address:

 

Acknowledgement: On this day before me, a Notary Public or Commissioner of the Superior Court, authorized to administer

oaths in the State that the Member resides, personally appeared

 

 

(Member/Principal) who is personally

known to me or proved to me on the basis of satisfactory evidence

to be the person whose name is subscribed as the Principal

within this instrument, executed this document in my presence, and personally acknowledged to me that he/she executed this LDPOA for the purposes herein stated.

Signed and sworn before me this

 

day of

 

, 20

 

 

 

Signature of Notary Public or Commissioner of the Superior Court:

 

 

 

 

 

State:

Town:

 

My commission expires

 

 

SEAL HERE

How to Edit Co 1049A Form Online for Free

Completing files using our PDF editor is easier compared to anything. To modify irs 1049 the form, there is little you have to do - basically proceed with the actions listed below:

Step 1: Click the button "Get Form Here".

Step 2: Now you can enhance your irs 1049. You may use our multifunctional toolbar to insert, eliminate, and alter the text of the document.

The PDF template you desire to fill in will consist of the following areas:

1049 form blanks to fill in

Write the essential details in the field.

1049 form fields to insert

Write the necessary particulars when you find yourself within the Address, Street, Town, State, Where, Signed Witness, Signature, Date, signed Witness, Signature Date, signed and Address box.

Filling out 1049 form step 3

The area Signed, and, sworn, before, me, this day, of State, Town, My, commission, expires and SEAL, HERE should be where you can put both parties, ' rights and responsibilities.

step 4 to completing 1049 form

Step 3: When you are done, press the "Done" button to upload your PDF document.

Step 4: Create duplicates of your document - it will help you keep away from possible future troubles. And fear not - we don't disclose or view the information you have.

Watch Co 1049A Form Video Instruction

Co 1049A Form isn’t the one you’re looking for?

Related Documents

  • Rbc Co Applicant Form

    "... Request for co-applicant form Signature rbc Rewards Visa subject to Change 03801 06/2017 Annual Interest Rate Purchases 19 99 Cash Advances 22 99 These interest rates take effect from the time your card was opened. ..."

  • Applicant Status Affidavit

    "... State of by Add wb Date County of Applicant Status affidavit 48 36 I, the undersigned, have now sworn and signed before you this day of 20 applicants signatures notary public claims takesr signatures my ..."

  • Co Uitr 1 Form

    "... 999999 99 92 107 31 1084 1234567 granite all state test 2007 po box 1491 parker co 80134 april may june 1025134737928134185360005367500000075802909 vicki stevens 10000 0000 0400303 841 044701 colorado department of labor and employment ..."

  • Form Co 1

    "... Form co charitable organization revised registration statement attorney General. This is registration under the illinois charity trust act and illinois solicitation to charity act. Name address and telephone number for illinois registered agents address of ..."

Please rate Co 1049A Form

1 Votes

Related Resources

If you believe this page is infringing on your copyright, please familiarize yourself with and follow our DMCA notice and takedown process - click here to proceed .