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MONTGOMERY COUNTY EMPLOYEE RETIREMENT PLANS (MC ERP) RETIREMENT BENEFICIARY DESIGNATION/CHANGE FORM Please fill out each section completely and use additional forms if necessary. (PLEASE PRINT CLEARLY
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What is retirement beneficiary form?
The retirement beneficiary form is a document that designates who will receive the benefits of a retirement account in the event of the account holder's death.
Who is required to file retirement beneficiary form?
Any individual who has a retirement account, such as a 401(k) or IRA, is required to file a retirement beneficiary form.
How to fill out retirement beneficiary form?
To fill out a retirement beneficiary form, you will need to provide your personal information, as well as the information of the individual(s) you wish to designate as your beneficiary.
What is the purpose of retirement beneficiary form?
The purpose of the retirement beneficiary form is to ensure that your retirement account benefits are distributed according to your wishes in the event of your death.
What information must be reported on retirement beneficiary form?
The retirement beneficiary form typically requires information such as your full name, date of birth, Social Security number, and the name(s) and relationship(s) of your designated beneficiary(ies).
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