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County of San Diego
Beneficiary/Alternate Payee Claim Form
Claimant &
Plan
Participant
Information
Beneficiary Claim (check one below)
r Spouse
r Non-Spouse
OR
Alternate Payee Claim (Domestic Relations
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What is beneficiary claimalternate payee form?
The beneficiary claimalternate payee form is a document used to designate an alternate payee who will receive the benefits of a plan participant in the event of their death.
Who is required to file beneficiary claimalternate payee form?
Beneficiaries or alternate payees who want to receive the benefits of a plan participant are required to file the beneficiary claimalternate payee form.
How to fill out beneficiary claimalternate payee form?
To fill out the beneficiary claimalternate payee form, one must provide all required personal information, including name, contact information, relationship to the plan participant, and any other relevant details.
What is the purpose of beneficiary claimalternate payee form?
The purpose of the beneficiary claimalternate payee form is to ensure that the benefits of a plan participant are distributed according to their wishes in the event of their death.
What information must be reported on beneficiary claimalternate payee form?
The beneficiary claimalternate payee form must include the personal information of the beneficiary or alternate payee, as well as any other relevant details specified by the plan administrator.
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