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C
corinne91
Level 4
September 26, 2023
Question

client who used to work for the IRS has a pension and needs a beneficiary form how to get one

  • September 26, 2023
  • 3 replies
  • 10 views

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] 

This topic has been closed for replies.

3 replies

George4Tacks
George4Tacks
Level 15
September 26, 2023

Look at his 1099 and contact the payer. 

Answers are easy. Questions are hard!
    George4Tacks
    George4Tacks
    Level 15
    September 26, 2023

    It is best not to put your personal e-mail on a public forum.

    Answers are easy. Questions are hard!
      qbteachmt
      qbteachmt
      Level 15
      September 26, 2023

      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.

      Don't yell at us; we're volunteers
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