The CO-1049A, officially titled the Limited Durable Power of Attorney (LDPOA) Post Retirement, is a legal instrument issued by the Connecticut Office of the State Comptroller for use by retired members of the State Employees' Retirement System (SERS). It authorizes a named Attorney-In-Fact to act on a retiree's behalf for specific, enumerated SERS transactions. This authority is strictly limited: the form covers permitted actions such as changes to mailing address and federal income tax withholding elections, but explicitly excludes post-retirement changes to payment options or survivor annuitant designations.
The form takes effect once properly executed and submitted to the Retirement Services Division (RSD). It remains in force until the retiree submits a written revocation, the named Attorney-In-Fact formally resigns or is removed, or the retiree passes away. Because this document carries significant legal weight, the State of Connecticut recommends consulting a licensed attorney before completing and signing it. Both parties must sign in the presence of a Notary Public, and the document must be witnessed and sealed before the RSD will accept it.
Retirees who manage post-retirement finances through a trusted representative, such as a family member or legal guardian, will find this form essential. The CO-1049A ensures that retirement benefits are protected and managed correctly even when the retiree cannot act directly. It reflects the Connecticut retirement system's commitment to supporting members throughout their post-retirement life.
| Question | Answer |
|---|---|
| Form Name | Co 1049A Form |
| Form Length | 2 pages |
| Fillable? | Yes |
| Fillable fields | 37 |
| Avg. time to fill out | 7 min 54 sec |
| Other names | what is a 1049 tax form, what is 1049 form, form 1049 irs, what is a 1049 form |
