Authorize Someone to Discuss Your ERFC Information
The Authorization to Discuss Member Information (ERFC 31) gives ERFC permission to discuss your retirement benefits and account information with the person you’ve named. This person is only authorized to have access to information, not to act on your behalf. ERFC representatives must speak with you before providing bank account and bank routing numbers, medical records, beneficiary information, and Approved Domestic Relations Orders.
Designate Someone to Act on Your Behalf
If you want to elect someone to act on your behalf and in accordance with your wishes, complete the ERFC Durable Power of Attorney (ERFC 38), have it notarized, and send it to ERFC. This form gives the person you name permission to:
- Designate or change a beneficiary for you
- Change an address
- Set up direct deposit
A power of attorney provided through your personal attorney is also acceptable.
The ERFC durable power of attorney remains in effect unless you revoke or change it.
Both the Authorization to Discuss ERFC Member Information (ERFC 31) and the ERFC Durable Power of Attorney (ERFC 38) relate only to ERFC information.