New Hampshire Code of Administrative Rules
Ret - Board of Trustees of the N.H. Retirement System
Chapter Ret 500 - FILING OF FORMS
Part Ret 502 - FORMS AND FILING REQUIREMENTS
Section Ret 502.03 - Filing NHRS Form 26, Application for Group II Service Retirement

Universal Citation: NH Admin Rules Ret 502.03

Current through Register No. 12, March 21, 2024

(a) To apply for service retirement, every Group II member shall submit the following documents:

(1) The application for service retirement, NHRS Form 26;

(2) The tax withholding certificate;

(3) A copy of the member's Social Security card or IRS Form W-9;

(4) A copy of the member's birth certificate;

(5) Copies of the beneficiary's(ies') birth certificate(s) if the member selects a survivorship option; and

(6) A copy of the marriage or civil union certificate if the member is married; or a party to a civil union.

(b) Every Group II member shall complete Section I of NHRS Form 26 by providing the following information:

(1) The member's name;

(2) The member's social security number;

(3) The member's mailing address;

(4) The employer's name;

(5) The member's position title;

(6) The member's home telephone number;

(7) The member's date of birth; and

(8) The member's effective date of retirement.

(c) Every Group II member shall select and sign only one benefit payment choice.

(d) Every Group II member shall designate primary beneficiaries on NHRS Form 26 by providing the following information:

(1) The name(s) of the beneficiary(ies);

(2) The mailing address(es) of the beneficiary(ies);

(3) The Social Security number(s) of the beneficiary(ies);

(4) The date(s) of birth of the beneficiary(ies);

(5) The beneficiary(ies)'s relationship to the member; and

(6) The distribution percentage in the case of multiple beneficiaries.

(e) Every Group II member shall designate contingent beneficiaries on NHRS Form 26 by providing the same information as required in (d) above.

(f) Every Group II member shall designate a beneficiary(ies) on NHRS Form 26 for the special Group II death benefit provided under RSA 100-A:12 by providing the same information that is required in (d) above.

(g) Every Group II member shall sign and date NHRS Form 26 and shall have it acknowledged by a Notary Public or a Justice of the Peace.

(h) The member shall retain the yellow copy and return the white copy to the system.

#7574, eff 10-10-01, EXPIRED: 10-10-09

New. #9563, eff 10-14-09

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