Fill Out Your Kentucky Form Open Form

Fill Out Your Kentucky Form

The Kentucky Retirement Systems FORM 2040 serves as a crucial document for members wishing to notify the retirement system of a change of address. This form ensures that both active and retired members receive important communications without interruption. Timely submission of this form is essential to maintain accurate records and facilitate proper mail delivery.

Open Form
Structure

The Kentucky Retirement Systems FORM 2040 serves as a crucial tool for members to communicate changes in their address, ensuring that important correspondence reaches them without delay. This form is designed for both active members who are not yet receiving monthly benefits and retired members currently drawing benefits. To facilitate a smooth transition, individuals must complete the form with their updated personal information, including name, address, and contact details. It is essential to note that if a fiduciary, such as a guardian or power of attorney, is submitting the form on behalf of a member, specific documentation must accompany the request to clarify their authority. This ensures that all communications are handled appropriately and efficiently. Additionally, members should be aware that the Kentucky Retirement Systems regularly updates its address records using the National Change of Address (NCOA) system, which highlights the importance of maintaining accurate information with the local Post Office. Failure to do so could result in misdirected mail and potential delays in receiving vital retirement information. By taking the time to fill out FORM 2040 accurately and promptly, members can safeguard their benefits and maintain seamless communication with the Kentucky Retirement Systems.

Kentucky Example

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.

File Properties

Fact Name Description
Form Title Kentucky Retirement Systems FORM 2040
Contact Information Address: Perimeter Park West, 1260 Louisville Rd, Frankfort, KY 40601-6124. Phone: (502) 696-8800. Fax: (502) 696-8822. Website: www.kyret.com
Purpose This form is used for notifying the Kentucky Retirement Systems of a change of address.
Member Status Options Members must indicate whether they are an active member not receiving benefits or a retired member currently drawing benefits.
Submission Requirement Completed forms should be returned to the Kentucky Retirement Systems office as soon as possible to ensure proper mail delivery.
Signature Requirement A signature and date are required from the member or fiduciary completing the form.
Fiduciary Documentation If a fiduciary submits the form, they must include a copy of the power of attorney or guardianship document.
Signature Guidelines Fiduciaries must sign in a specific manner to clarify their capacity, such as “John Doe by Jane Doe, POA” for Power of Attorney.
Mailing Address Updates Kentucky Retirement Systems updates addresses monthly using the U.S. Post Office's National Change of Address (NCOA) system.
Importance of Accurate Address It is crucial for members to ensure their current address is on file with the local Post Office to avoid incorrect address updates.
Please rate Fill Out Your Kentucky Form Form
4.73
(Brilliant)
22 Votes

More PDF Templates