Conservatorship/Guardianship Form for Indiana Public Retirement System
This form is used to establish conservatorship or guardianship on behalf of a participant or account holder for the plan accounts or contracts listed. It requires attaching a certified copy of the court order and updated letters of conservatorship or guardianship. Once processed, a hold will be placed on the account to prevent unauthorized distributions.
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How do I fill this out?
To begin filling out this form, you will need to provide detailed information about conservators or guardians, including legal names and addresses. You must also provide participant or account holder information, contract/plan account information, and a primary mailing address. Finally, sign and date the form in the presence of a notary public.
How to fill out the Conservatorship/Guardianship Form for Indiana Public Retirement System?
1
Provide detailed information for conservators or guardians.
2
Enter participant or account holder information.
3
List the included contracts or plan accounts.
4
Specify the primary mailing address.
5
Sign and date the form in the presence of a notary.
Who needs the Conservatorship/Guardianship Form for Indiana Public Retirement System?
1
Individuals seeking to establish conservatorship or guardianship for a participant/account holder.
2
Corporate or professional organizations acting as conservators or guardians.
3
Legal guardians of estate or person and estate.
4
Participants/account holders who need to update conservator or guardian information.
5
Conservators/guardians required to provide updated letters of conservatorship or guardianship.
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What are the instructions for submitting this form?
Submit the completed form along with a certified copy of the court order appointment and/or Letters of Conservatorship/Guardianship dated within the prior twelve months. The form must be signed in front of a notary public. You can mail the form to Voya Institutional Plan Services, LLC (VIPS), PO Box 389, Hartford, CT 06141, or contact them at 1-844-GO-INPRS for further instructions. Ensure all provided information is accurate and complete to prevent delays.
What are the important dates for this form in 2024 and 2025?
Ensure timely submission of updated Letters of Conservatorship/Guardianship for 2024 and 2025 to maintain account access and manage distributions.
What is the purpose of this form?
The primary purpose of this form is to establish conservatorship or guardianship on behalf of a participant or account holder within the Indiana Public Retirement System. By completing this form, conservators or guardians can ensure they are authorized to act on behalf of the account holder, manage accounts, and prevent unauthorized distributions. This form also serves to update VIPS about any changes in conservatorship or guardianship details, which is essential for maintaining proper account control and compliance. Providing accurate and updated information through this form helps streamline communication and ensures all parties have a clear understanding of account management responsibilities. It also aids in protecting the interests of the participant or account holder by having a legally recognized conservator or guardian in place.
Tell me about this form and its components and fields line-by-line.
- 1. Conservator/Guardian Information: Provides full legal names and addresses of the conservators or guardians.
- 2. Participant/Account Holder Information: Includes the participant's name, address, Social Security Number, and date of birth.
- 3. Contract/Plan Account Information: Lists the VIPS contracts or plan accounts associated with the conservator or guardian.
- 4. Primary Mailing Address: Specifies the mailing address for all communications and financial statements.
- 5. Signature and Date: Requires signatures of the conservators or guardians and notarization.
What happens if I fail to submit this form?
Failure to submit this form may result in the lack of authorization for conservatorship or guardianship, causing delays in account management.
- Unauthorized Distribution: Without proper submission, unauthorized distributions may occur, leading to financial discrepancies.
- Delayed Account Management: Submission failure can delay the ability to manage the participant's or account holder's accounts effectively.
How do I know when to use this form?
- 1. Establishing Conservatorship/Guardianship: Required when setting up new conservatorship or guardianship for account management.
- 2. Updating Conservatorship Information: Needed when there are changes to conservatorship or guardianship details.
- 3. Managing Plan Accounts: Used to authorize account management by conservators or guardians.
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What information do I need to provide in the Conservatorship/Guardianship form?
You need to provide information about the conservators or guardians, participant or account holder details, contract/plan account information, and a primary mailing address.
What happens if I fail to submit the form?
Failure to submit the form may result in the inability to establish conservatorship or guardianship and could cause delays in accessing or managing the relevant accounts or contracts.
Do I need to notarize this form?
Yes, the form must be signed in the presence of a notary public to be considered valid.
What should I do if I have multiple conservators or guardians?
Each conservator or guardian must complete their section of the form and provide notarized signatures.
How can I confirm the accounts or contracts listed in the form?
You can call the provided contact number to get confirmation of the accounts and request any additional forms if necessary.
Can I use PrintFriendly to make changes to the mailing address on the form?
Yes, you can edit the mailing address directly on the form using PrintFriendly's PDF editor before printing and signing the document.
