Get the free Judges’ Retirement System Designation of Beneficiary Form - sra maryland

This form is used by members of the Judges' Retirement System to designate their spouse, children, or other beneficiaries for retirement and death benefits related to the retirement plan.

How to fill out judges retirement system designation

How to fill out Judges’ Retirement System Designation of Beneficiary Form

1. Obtain the Judges’ Retirement System Designation of Beneficiary Form from the official website or your retirement office.
2. Read the instructions carefully at the top of the form to understand the requirements.
3. Fill in your personal information in the designated fields, including your name, address, and contact information.
4. Designate your primary beneficiary by entering their name, relationship to you, and their address.
5. If you wish to designate more than one beneficiary, provide the same information for each, and specify the percentage of benefits each will receive.
6. Ensure that you review the information for accuracy and completeness.
7. Sign and date the form in the required section to validate your designation.
8. Submit the completed form to the appropriate retirement office or agency as specified in the instructions.

Who needs Judges’ Retirement System Designation of Beneficiary Form?

1. Judges who are members of the Judges’ Retirement System and wish to designate beneficiaries for retirement benefits.
2. Retired judges who want to update their beneficiary information.
3. Any judge considering retirement who needs to ensure their beneficiaries are properly designated in case of their death.

People Also Ask about

What is an example of a designated beneficiary?

An eligible designated beneficiary is a spouse, the minor child of the account owner, someone less than 10 years younger than the account owner (e.g., a family member or friend), or someone who is chronically ill or disabled.

What must be followed when designating a beneficiary?

Because beneficiary designations are so important, keep these things in mind in your estate planning: Remember to name beneficiaries. Name both primary and contingent beneficiaries. Update for life events. Read the instructions. Coordinate with your will and trust.

Which would be described as a beneficiary designation?

Beneficiary designations are instructions on specific financial accounts or assets, such as life insurance policies, retirement accounts, and payable-on-death (POD) or transfer-on-death (TOD) accounts, that direct who will receive those assets when you pass away.

Who should not be named 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.

Who should I not name as a 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.

What is SF 3102 used for beneficiaries?

If any portion of your service was under the Federal Employees Retirement System, use Standard Form (SF) 3102. This Designation of Beneficiary form is used to designate who is to receive a lump-sum payment which may become payable after your death.

What are beneficiary designations examples?

Three or More Beneficiaries in Succession – If the primary and secondary beneficiaries die, the third person named will receive the proceeds. Sample: Martha Doe, wife, or, in the event of her death, Richard Doe, cousin, or in the event of his death, Jane Doe, niece.

What is an example of a beneficiary designation?

As an example, if a decedent had a bank account, it's possible that they had designated beneficiaries to inherit the bank account upon their death.

For pdfFiller’s FAQs

What is Judges’ Retirement System Designation of Beneficiary Form?

The Judges’ Retirement System Designation of Beneficiary Form is a document that allows members of the Judges' Retirement System to designate who will receive their benefits upon their death.

Who is required to file Judges’ Retirement System Designation of Beneficiary Form?

All members of the Judges' Retirement System are required to file the Judges’ Retirement System Designation of Beneficiary Form to ensure that their chosen beneficiaries are recognized.

How to fill out Judges’ Retirement System Designation of Beneficiary Form?

To fill out the form, members must provide their personal details, select the beneficiary or beneficiaries, provide their contact information, and sign the form to validate the designation.

What is the purpose of Judges’ Retirement System Designation of Beneficiary Form?

The purpose of the form is to clearly establish the designated beneficiaries so that benefits can be efficiently distributed in accordance with the member's wishes upon their demise.

What information must be reported on Judges’ Retirement System Designation of Beneficiary Form?

Members must report their full name, retirement identification number, names of beneficiaries, relationship to each beneficiary, and contact information for both the member and beneficiaries.