affidavit of attorney in fact - department of retirement ...attorney-in-fact signature (notarization...

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DRS MS 265 11/16 *DRSMS265* Affidavit of Attorney in Fact This form is for making changes to a member’s or principal’s account. A “principal” is the person for whom you are making changes. Send completed form to: Department of Retirement Systems PO Box 48380 Olympia, WA 98504-8380 www.drs.wa.gov 800.547.6657 360.664.7000 TTY: 711 Important Information All fields in this form must be filled in or the form will be returned to you. If you are a health care provider for the member or principal, you cannot serve as attorney in fact for the member or principal unless you are his or her spouse, registered domestic partner, adult child or sibling. Before you complete this form, verify that: The member or principal is alive The power-of-attorney document is the most recent version and is still valid Attorney-in-Fact Information Name (Last, First, Middle) Birthdate (mm/dd/yyyy) Social Security Number Mailing Address City State ZIP Email Address Phone Number Relationship to Member or Principal Does He or She Live with You? c Yes c No Notarized Document That Names You Attorney in Fact (Send Copy of Original with This Form) Proposed Actions I Intend to Take on Behalf of Member or Principal (For Example, Updating Direct Deposit or Tax Information, Etc.) Are you the member’s or principal’s original attorney in fact or a successor attorney in fact? c Original Attorney in Fact c Successor Attorney in Fact Are you the member’s or principal’s doctor, nurse or other health care worker? c Yes c No Are you or have you ever been married to or in a registered domestic partnership with the member or principal? c Yes c No If yes, are you still legally in that relationship? c Yes c No c Doesn’t Apply to Me Personal Information Member Name (Last, First, Middle) Social Security Number Principal Name (If Different from Member) Social Security Number Retirement System(s) and/or Program c Public Employees’ Retirement System (PERS) c School Employees’ Retirement System (SERS) c Teachers’ Retirement System (TRS) c Washington State Patrol Retirement System (WSPRS) c Public Safety Employees’ Retirement System (PSERS) c Law Enforcement Officers’ and Fire Fighters’ Retirement System (LEOFF) c Judicial Retirement System (JRS) c Deferred Compensation Program (DCP) Please complete the other side of this form as well.

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  • DRS MS 265 11/16*DRSMS265*

    Affidavit of Attorney in FactThis form is for making changes to a member’s or principal’s account. A “principal” is the person for whom you are making changes.

    Send completed form to:Department of Retirement SystemsPO Box 48380 ꔷ Olympia, WA 98504-8380www.drs.wa.gov ꔷ 800.547.6657360.664.7000 ꔷ TTY: 711

    Important Information

    All fields in this form must be filled in or the form will be returned to you.

    If you are a health care provider for the member or principal, you cannot serve as attorney in fact for the member or principal unless you are his or her spouse, registered domestic partner, adult child or sibling. Before you complete this form, verify that:

    • The member or principal is alive• The power-of-attorney document is the most recent version and is still valid

    Attorney-in-Fact InformationName (Last, First, Middle) Birthdate (mm/dd/yyyy) Social Security Number

    Mailing Address City State ZIP

    Email Address Phone Number

    Relationship to Member or Principal Does He or She Live with You?c Yes c No

    Notarized Document That Names You Attorney in Fact (Send Copy of Original with This Form)

    Proposed Actions I Intend to Take on Behalf of Member or Principal (For Example, Updating Direct Deposit or Tax Information, Etc.)

    Are you the member’s or principal’s original attorney in fact or a successor attorney in fact?c Original Attorney in Fact c Successor Attorney in Fact

    Are you the member’s or principal’s doctor, nurse or other health care worker?c Yes c No

    Are you or have you ever been married to or in a registered domestic partnership with the member or principal?c Yes c No

    If yes, are you still legally in that relationship?c Yes c No c Doesn’t Apply to Me

    Personal InformationMember Name (Last, First, Middle) Social Security Number

    Principal Name (If Different from Member) Social Security Number

    Retirement System(s) and/or Programc Public Employees’ Retirement System (PERS) c School Employees’ Retirement System (SERS) c Teachers’ Retirement System (TRS) c Washington State Patrol Retirement System (WSPRS)c Public Safety Employees’ Retirement System (PSERS) c Law Enforcement Officers’ and Fire Fighters’ Retirement System (LEOFF)c Judicial Retirement System (JRS) c Deferred Compensation Program (DCP)

    Please complete the other side of this form as well.

  • Notarization is required to process this form.

    Attorney-in-Fact Signature (notarization required)I freely and voluntarily sign this affidavit to establish my authority to act as attorney in fact for the member or principal. I declare under penalty of perjury under the laws of Washington state that the statements in this affidavit, including my full name and Social Security Number, are correct.

    Attorney-in-Fact Signature Date

    State of County of

    Date Signed or Attested Before Me Date My Appointment Expires

    Notary Signature

    Notary Name Notary Title

    Sealor

    Stamp

    Your Social Security number is needed so DRS can report to the IRS any funds paid to you. DRS will not disclose your Social Security number unless required to do so by law. See IRC sections 6041(a) and 6109.

    Clear Form: Principal Name: Principal Social Security Number: Member Social Security Number: Member Name: Attorney-in-Fact Name: Attorney-in-Fact Social Security Number: AIF Birthdate: Check Box1: OffCheck Box2: OffCheck Box3: OffCheck Box4: OffCheck Box6: OffCheck Box7: OffCheck Box8: OffCheck Box9: OffMailing Address: City: State: ZIP: Phone Number: Notarization Document: Actions: Email Address: Relationship: Live with You: OffAIF: OffMD: OffMarried or Partnership: OffLegal Relationship: OffDate: State of: County of: Date Signed or Attested Before Me: Expiration Date: Notary Name: Notary Title: