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This form is used to designate beneficiary(ies) for the Lump-Sum Death Benefit payable in the event of the death of a member of CalSTRS. The form outlines eligibility criteria, important notes regarding
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How to fill out beneficiary designation ms 0002
How to fill out BENEFICIARY DESIGNATION (MS 0002)
01
Obtain the BENEFICIARY DESIGNATION (MS 0002) form from the appropriate source.
02
Fill in your personal information, including your name, address, and contact details in the designated fields.
03
Identify the primary beneficiary by providing their full name, relationship to you, and their contact information.
04
If applicable, list contingent beneficiaries, following the same format as the primary beneficiary.
05
Specify the percentage or share of benefits each beneficiary will receive, ensuring that the total equals 100%.
06
Review your completed form for accuracy and make any necessary corrections.
07
Sign and date the form where indicated, confirming that the information provided is accurate.
08
Submit the completed form to the appropriate department or office as instructed.
Who needs BENEFICIARY DESIGNATION (MS 0002)?
01
Individuals who want to designate beneficiaries for life insurance policies, retirement accounts, or other financial assets.
02
People who are planning their estate and wish to ensure their assets are distributed according to their wishes.
03
Anyone looking to avoid probate by directly naming beneficiaries on specific accounts.
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How to fill out a beneficiary designation?
Most beneficiary designations will require you to provide a person's full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.
Who should I not name as a beneficiary?
Do you have a contingent beneficiary in mind if you decide to name your child/children as your primary beneficiaries? Remember that you always want to name contingent beneficiaries so your estate isn't tied up in probate if your primary beneficiary isn't able to receive assets for any reason.
What is an example of a beneficiary designation?
Under California law, beneficiary designations almost always supersede a will. This means the assets tied to those designations go to the named beneficiary, no matter what your will says. Why? Because the beneficiary designation is a direct agreement between you and the financial institution.
What is an example of a designated beneficiary?
Estranged relatives or former spouses – Family relationships can be complicated, so think carefully if an estranged relative or ex-spouse really aligns with your wishes. Pets – Pets can't legally own property, so naming them directly as beneficiaries is problematic.
How to fill out a designation of beneficiary form?
Provide the following information on the beneficiary designation: The full name of the trust as it shows on the trust document. The date the trust was created. The name of the trustee, followed by the word “trustee”, or if you cannot provide a trustee, ETF may accept another contact person. The trustee's address.
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What is BENEFICIARY DESIGNATION (MS 0002)?
BENEFICIARY DESIGNATION (MS 0002) is a form used to specify the individual or entity that will receive benefits or assets upon the death of the account holder.
Who is required to file BENEFICIARY DESIGNATION (MS 0002)?
Any individual or entity that holds an account or policy where benefits or assets are to be distributed upon death is required to file BENEFICIARY DESIGNATION (MS 0002).
How to fill out BENEFICIARY DESIGNATION (MS 0002)?
To fill out BENEFICIARY DESIGNATION (MS 0002), provide personal information such as your name, account information, and the names and details of the beneficiaries you wish to designate.
What is the purpose of BENEFICIARY DESIGNATION (MS 0002)?
The purpose of BENEFICIARY DESIGNATION (MS 0002) is to ensure that the intended beneficiaries receive the account or policy benefits directly, avoiding probate and ensuring a clear distribution.
What information must be reported on BENEFICIARY DESIGNATION (MS 0002)?
The information that must be reported includes the account holder's details, the names and contact information of the beneficiaries, their relationship to the account holder, and percentages of distribution.
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