Servicing Your Plan - Forms

You must be enrolled in the State of Connecticut Alternate Retirement Program prior to submitting the following service request forms. In order to ensure the timely processing of your request, please read the entire form and instructions before completing. Forms that are not received in “good order” will be returned. Please return the completed form to the address indicated to ensure the timely processing of your request.

Beneficiary Designation Form – This form is used to update or change your beneficiary or beneficiaries for your State of Connecticut Alternate Retirement Program.

Precertification of Incoming Direct Rollover/Transfer – This form is to be used to provide notification to ING of your intent to rollover benefits from another 401(a), 401(k), 403(b) plan or traditional IRA into your State of Connecticut Alternate Retirement Program account. Please attach a copy of your most recent account statement from your prior plan provider or IRA account to this form.

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Insurance products issued by ING Life Insurance and Annuity Company (ILIAC). The 403(b)(7) is a series of mutual funds offered through a custodial account with ING National Trust.Seminars and securities offered through ING Financial Advisers, LLC (member SIPC), One Orange Way, Windsor, CT 06095-4774, or other broker-dealers with which ILIAC has selling agreements.