Kentucky Form 2040 PDF Details

In the realm of state governance and individual responsibilities, the Kentucky Retirement Systems (KRS) FORM 2040 emerges as a pivotal document for members within the state's retirement structure. Located at 1260 Louisville Rd, Frankfort, KY, and reachable at a dedicated phone line and fax number, KRS provides this form to facilitate a necessary aspect of membership maintenance: the CHANGE OF ADDRESS NOTIFICATION. This procedure is essential for both active members, those not yet receiving benefits, and retired members, who are currently drawing a monthly benefit. The form requires straightforward information including the member’s social security number, current and new addresses, and a signature to validate the request. It also accommodates those acting under a fiduciary capacity, demanding clear documentation like a power of attorney or guardianship orders when submitting a change on behalf of a member. Furthermore, the importance of keeping one’s address up-to-date is underscored by the KRS’s adoption of the National Change of Address (NCOA) system, which automatically updates addresses monthly based on the U.S. Post Office records. This system ensures the seamless delivery of mail but also warns of the potential for mail misdirection should the address on file not be current. Through this complex interplay of individual responsibility, governmental oversight, and postal mechanics, the FORM 2040 stands as a testament to the structured yet flexible nature of managing personal details within the public retirement system in Kentucky.

QuestionAnswer
Form NameKentucky Form 2040
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesNCOA, form 2040, AIF, Kentucky

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Kentucky Retirement Systems

FORM 2040

Perimeter Park West

1260 Louisville Rd Frankfort KY 40601-6124 Phone: (502) 696-8800

Fax: (502) 696-8822 www.kyret.com

Member's

Soc. Sec.

Revised10/05

CHANGE OF ADDRESS NOTIFICATION

Please check the appropriate box:

Not receiving a monthly benefit.

(Active Member)

Presently drawing a monthly benefit.

(Retired Member)

In order for Kentucky Retirement Systems to insure proper mail delivery, please complete the following and return it to our office as soon as possible.

Please print information below:

Name:

Address:

Apt. No/Street/P.O. Box

City

County

State

Zip Code

Signature:Date:

Daytime Phone Number:

Please Note:

If a fiduciary is completing this change of address form on behalf of the member, a copy of the power of attorney, or order appointing guardianship, or other document, must be submitted with this form. Persons acting as a fiduciary should sign this and other retirement systems documents so that the capacity in which the document is being executed is exactly clear. If you are acting as a Power of Attorney, you must sign in the name of the principal followed by your signature as the attorney-in-fact with the designation “POA” or “AIF.” For example: “John Doe by Jane Doe, POA.” If you are acting as a Guardian, you must sign in the name of the ward followed by your signature as the guardian with the designation “Guardian.” For example: “John Doe by Jane Doe, Guardian.” If you have further questions, you may contact a counselor in writing or by telephone.

IMPORTANT: Kentucky Retirement Systems (KRS) addresses are now being updated monthly with the address on file for you with the U.S. Post Office. This is done through the National Change of Address (NCOA) system. Therefore, it is very important that you make sure your current address is on file with your local Post Office. Otherwise, when NCOA updates the KRS address records next month, your address may be replaced with an incorrect address; and mail from KRS may not be forwarded by the Post Office.