Helping Idaho Public Employees Build A Secure Retirement

Showing results for death benefits Results 41 - 60 of 159
 41).     (94.57% Score) HTML   
About persi (public employee retirement system of idaho)
http://www.persi.idaho.gov/about/index.cfm
In today's uncertain world, knowing that persi's base plan will provide a lifetime benefit to supplement social security and personal savings provides reassurance for members. persi provides retirees with a stable lifetime monthly income to supplement their social security benefit and personal savings. persi provides employees with a stable retirement income for their lifetime to supplement their social security benefit and personal savings.
 42).     (94.55% Score) HTML   
Persi member handbook - getting ready to retire
http://www.persi.idaho.gov/handbook/gettingready.html
Persi offers group retirement and investment education workshops to help you plan for the changes retirement brings. continuing ncpers life insurance after retirement if you participate in the ncpers (prudential) group term life insurance program as an active persi base plan member, the coverage may be continued into your retirement. call persi for an updated base plan benefits estimate and to learn about choice plan payment options in retirement.
 43).     (94.28% Score) PDF   
Reasons to care about persi
http://www.persi.idaho.gov/documents/topreasonsyoushouldcare.pdf
Employer contributions become part of the persi trust to pay future benefits all members.for in addition to your base plan and social security, you’ll need other funds for a comfortable retirement. the form is available on the persi website at www.persi.idaho.gov/members/ forms.cfm. 2. service credit you earn one month of service credit for each month you work for a persi employer in an eligible position and pay contributions. if you once worked for a persi employer, left for a period of time...
 44).     (94.2% Score) HTML   
Persi member handbook - table of contents
http://www.persi.idaho.gov/handbook/toc.cfm
Choice 401(k) plan what is the choice plan? base plan retirement benefits retirement eligibility, service retirement, benefit formula, early retirement, rule of 80/90, early retirement reductions, social security normal retirement age, retirement payment options, changing your option, deferring a retirement benefit, contingent annuitant option factors, payment option advantages, comparison of retirement options, retiring with mixed service, employment after retirement
 45).     (94.12% Score) HTML   
Choice 401(k) plan faqs (frequently asked questions) - persi (public employee retirement system of idaho)
http://www.persi.idaho.gov/faq/choice_plan_401k.cfm
Persi does not offer financial advice, but you may want to read the choice plan highlights, choice plan guide, or review the investment fund options. you may transfer money with no tax consequences from the choice plan to the base plan to buy back service, pay for a waiting period, or pay delinquent contributions. upon a distributable event (termination or retirement), you may then roll the money into the choice plan if you have an open choice plan account balance.
 46).     (93.96% Score) PDF   
Special tax notice 402f
http://www.persi.idaho.gov/documents/special_tax_notice.pdf
Notice 402f (05/2012) page 1 of 4 prs-pid402f-0512 special tax notice regarding plan payments purpose of this notice this notice contains information regarding plan payments and rollover options for such payments. you may roll over the payment to either an ira (an individual retirement account or individual retirement annuity) or an employer plan (a tax-qualified plan, section 403(b) plan, or governmental section 457(b) plan) that will accept the rollover. information on idaho state income ...
 47).     (93.96% Score) PDF   
Choice 401(k) plan request for distribution to purchase base plan service
http://www.persi.idaho.gov/forms/rs_forms/rs804a_with_special_tax_notice.pdf
Special tax notice regarding plan payments provides a summary of federal tax rules that might apply to your distribution including changes enacted by the pension protection act of 2006 that affect plan payment rules. return this form to: persi 607 n. 8th street boise, id 83702-5518 notice 402f (05/2012) page 1 of 4 prs-pid402f-0512 special tax notice regarding plan payments purpose of this notice this notice contains information regarding plan payments and rollover options for such payments...
 48).     (93.87% Score) PDF   
Retirement planning checklist
http://www.persi.idaho.gov/documents/checklist_flyer.pdf
One to two years before retirement • call persi for an updated base plan benefit estimate and to learn about choice 401(k) plan payment options in retirement. retirement application forms persi tries to make the retirement to finalize process your as easy retirement, as possible. contact persi or go to the persi website for retirement forms.
 49).     (93.56% Score) HTML   
Resources and related sites - persi (public employee retirement system of idaho)
http://www.persi.idaho.gov/resources.cfm
Order a certified copy of your birth certificate , a death certificate or a marriage certificate from any u.s. state at http://www.vitalchek.com . persi requires a copy of your birth certificate before we may begin retirement payments. choice 401(k) plan personal account information (xerox hr solutions is persi's partner for choice plan recordkeeping) access to your choice plan is available here. senior health insurance benefit advisors (shiba), a service of the idaho department of ...
 50).     (93.41% Score) PDF   
Annualstatements2011.pdf
http://www.persi.idaho.gov/documents/annualstatements2011.pdf
P. o. box 83720, boise, id 83720-0078 208-334-3365 1-800-451-8228 fax: 208-334-3805 annual statements will be mailed in september boise, idaho – august 31, 2011 persi is on schedule to mail nearly 90,000 base plan account statements starting on monday, september 19, 2011. each annual statement provides the member with specific information regarding their retirement, disability, separation, and death benefits. once logged in, current and past annual statement can be found by scrolling to the...
 51).     (93.38% Score) PDF   
Annual statement 2009
http://www.persi.idaho.gov/documents/annualstatement2009.pdf
Annual statements go out in september persi will begin mailing out annual statements starting the week of september 21, 2009. when the base plan account page opens, scroll to the bottom of the page and click on the 2009 annual statement link. the annual statement provides important information to persi members, including: • the formula for calculating individual retirement benefits.
 52).     (93.11% Score) PDF   
Persi status 5-6-11
http://www.persi.idaho.gov/documents/persi_status_on_may_6_2011.pdf
P. o. box 83720, boise, id 83720-0078 208-334-3365 1-800-451-8228 fax: 208-334-3805 may 6, 2011 boise, idaho persi continues vigorous rebound -- strong investment returns and conservative practices aid recovery -- the public employee retirement system of idaho (persi) is pleased to report it continues to actively rebound from the losses sustained during the economic downturn that affected all pension systems and investors. “persi decided to release current information to counter balance ...
 53).     (93.09% Score) PDF   
Annualstatements083012.pdf
http://www.persi.idaho.gov/documents/annualstatements083012.pdf
P. o. box 83720, boise, id 83720-0078 208-334-3365 1-800-451-8228 fax: 208-334-3805 annual statements will be mailed in september boise, idaho – august 30, 2012 persi is on schedule to mail nearly 90,000 base plan account statements to active and inactive members starting in mid-september. the base plan annual statement provides each member with specific information regarding his or her retirement, disability, separation, and death benefits. following the statement mailing, persi will post ...
 54).     (92.68% Score) PDF   
Choice plan election deferral flyer
http://www.persi.idaho.gov/documents/choiceplandeferralelectionbrochure.pdf
Eligibility for the choice plan if you are an active member of the persi base (defined benefit) plan, you may participate in the choice 401(k) plan. choose how to invest your choice 401(k) plan contributions when you make voluntary contributions to your choice 401(k) plan account, you also direct how those funds are invested. you can choose from several investment fund options within the choice 401(k) plan to create a diversified portfolio of fund options including a mix of the choice 401(k...
 55).     (92.61% Score) PDF   
Rs803 request to contribute rollover funds to choice 401(k) plan
http://www.persi.idaho.gov/forms/rs803.pdf
Rollover eligibility requirements active persi members • taxable money held in a prior employer’s eligible retirement plan (see eligible rollover funds, below) may be rolled into the choice 401(k) plan if you currently have an eligible rollover distribution available from that plan. eligible rollover funds • the choice 401(k) plan can accept rollovers of tax-deferred (or pre-tax) money from eligible retirement plans for persi members who have a choice 401(k) plan account. an eligible ...
 56).     (91.85% Score) HTML   
Historical numbers - persi (public employee retirement system of idaho)
http://www.persi.idaho.gov/historical_numbers_print.cfm
Firefighters' retirement fund (frf) option i (class a) effective october 1, 2012, the contribution rate for option i (class a) firefighters is $696.46 per month. firefighters' retirement fund (frf) option ii (class b) the current rate for option ii (class b) firefighters is 11.45% of the individual's average salary per month rather than the statewide average firefighter's salary. persi class d (persi firefighter hired on or after october 1, 1980 and employed by a city or fire district that ...
 57).     (91.85% Score) HTML   
Historical numbers - persi (public employee retirement system of idaho)
http://www.persi.idaho.gov/historical_numbers.cfm
Firefighters' retirement fund (frf) option i (class a) effective october 1, 2012, the contribution rate for option i (class a) firefighters is $696.46 per month. firefighters' retirement fund (frf) option ii (class b) the current rate for option ii (class b) firefighters is 11.45% of the individual's average salary per month rather than the statewide average firefighter's salary. persi class d (persi firefighter hired on or after october 1, 1980 and employed by a city or fire district that ...
 58).     (91.33% Score) PDF   
Choice 401(k) plan deferral election
http://www.persi.idaho.gov/forms/rs_forms/rs801.pdf
Choice 401(k) plan deferral election purpose of the form • use this form to start, change, or stop payroll deductions for tax-deferred contributions to the persi choice 401(k) plan. • if you stop your contributions, you can restart them any time by submitting a new rs801 - choice 401(k) plan deferral election form to your employer. participant authorization and acknowledgment i authorize my employer to reduce my wages each pay period by the amount indicated above, for deposit into the persi...
 59).     (91.32% Score) PDF   
Retired public safety officers insurance carrier agreement
http://www.persi.idaho.gov/forms/rs430.pdf
Retired public safety officers insurance carrier agreement purpose of the form • use this form to enroll as an insurance carrier in the retired public safety officers’ insurance payment program for direct payment of insurance premiums as allowed under section 845 of the pension protection act of 2006. this agreement is between the public employee retirement system of idaho (persi) and the above named insurance carrier (insurance carrier). insurance carrier agrees to participate in the ...
 60).     (91.04% Score) PDF   
Persi employer forms version log
http://www.persi.idaho.gov/forms/persi_er_forms_version_log.pdf
Persi employer forms version log revised 12/04/2012 number description date ? rs102 membership application 3/11 rs108 account withdrawal 12/12 rs109 notice of change in employment status 5/12 rs110 member address change 3/11 rs111 member name change 3/11 rs113 durable limited power of attorney 9/11 rs115 beneficiary designation 2/12 rs116b additional payment agreement 7/09 rs118 certification of police officer status 3/11 rs118a certification of persi firefighter status 10/11 rs130 ...
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