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Get the free Dartmouth College Defined Benefit Retirement Plan Beneficiary Form - dartmouth

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This form allows employees of Dartmouth College to designate primary and contingent beneficiaries for their Defined Benefit Retirement Plan benefits, ensuring the benefits are payable to the chosen
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How to fill out Dartmouth College Defined Benefit Retirement Plan Beneficiary Form

01
Obtain the Dartmouth College Defined Benefit Retirement Plan Beneficiary Form from the HR department or relevant website.
02
Read the instructions carefully before filling out the form.
03
Provide personal information as required, including your name, contact information, and employee ID.
04
List your preferred beneficiaries, including their names, relationship to you, and any necessary identification details.
05
Indicate the percentage of benefits each beneficiary should receive.
06
Sign and date the form to validate your selections.
07
Submit the completed form to the HR department, either in person or via the specified method.

Who needs Dartmouth College Defined Benefit Retirement Plan Beneficiary Form?

01
Current employees of Dartmouth College who are participants in the Defined Benefit Retirement Plan and wish to designate beneficiaries for retirement benefits.
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People Also Ask about

In these plans, the employee or the employer (or both) contribute to the employee's individual account under the plan, sometimes at a set rate, such as 5 percent of earnings annually.
Who can be my beneficiary? You may designate anyone as your beneficiary, including individuals or legally constituted organizations. The rules of the Plan require that if you have a survivor pre-retirement or survivor post-retirement, that person receives pension benefits from the Plan upon your death.
Defined benefit plans may be either funded or unfunded.
On average, a defined benefit plan should cost around $1,500 to $2,500 to set up. Other costs include administration and tax filing fees which can be around the same amount. But the defined benefit plan cost can vary depending on employee count and plan design.
Generally, the employer makes most contributions. Sometimes, employee contributions are required, or voluntary contributions may be permitted.

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The Dartmouth College Defined Benefit Retirement Plan Beneficiary Form is a document used to designate beneficiaries who will receive benefits from the retirement plan upon the death of the plan participant.
All participants in the Dartmouth College Defined Benefit Retirement Plan are required to file this form to ensure their chosen beneficiaries are recognized.
To fill out the form, participants should provide personal information, including their name, ID number, and contact details, followed by the names and details of the designated beneficiaries.
The purpose of the form is to formally record and designate beneficiaries so that benefit distributions can be made according to the participant's wishes after their passing.
The form must include the participant's name, identification number, and the names, relationships, and contact information of the beneficiaries.
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