Get the free 403(b) Beneficiary Designation Form - bu

Fidelity Investments 403(b) Beneficiary Designation Form Instructions: Please complete and sign this form if you are opening a new account and want to designate a beneficiary or if you want to change

How to fill out 403b beneficiary designation form

How to fill out a 403b beneficiary designation form:

1. Start by reviewing the instructions provided with the form. These instructions will guide you through the form and provide important information about designating beneficiaries for your 403b retirement account.
2. Provide your personal information, such as your full name, Social Security number, contact information, and date of birth. This will help identify your account and ensure accurate beneficiary designation.
3. Indicate whether you are designating primary or contingent beneficiaries. Primary beneficiaries are the first in line to receive the proceeds from your 403b account, while contingent beneficiaries will inherit the proceeds only if the primary beneficiaries pass away before you do.
4. For each beneficiary, provide their full name, Social Security number or taxpayer identification number, relationship to you, and their percentage share of the proceeds. The percentage shares should add up to 100% for primary beneficiaries or contingent beneficiaries as applicable.
5. If there are multiple primary beneficiaries, indicate how the proceeds should be distributed among them. You may choose to distribute the proceeds equally among all primary beneficiaries, or assign specific percentages to each individual.
6. Consider including alternate beneficiaries in case the primary beneficiaries predecease you or are unable to accept the proceeds. This will help ensure a smooth transfer of assets in the event of unforeseen circumstances.
7. Review the information provided on the form to ensure accuracy and completeness. Double-check all names, numbers, and percentages before submitting the form to avoid any potential issues.
8. Sign and date the form, certifying that the information provided is true and accurate to the best of your knowledge.

Who needs a 403b beneficiary designation form:

1. Individuals who have a 403b retirement account and want to designate beneficiaries to receive the proceeds after their passing.
2. Employees of certain tax-exempt organizations, such as schools, hospitals, and religious organizations, who are eligible to contribute to a 403b retirement plan.
3. Anyone who wants to ensure that their retirement savings are distributed according to their wishes and that their loved ones are taken care of financially after their death.

For pdfFiller’s FAQs

What is 403b beneficiary designation form?

The 403b beneficiary designation form is a document that allows an individual to designate the beneficiary or beneficiaries who will receive their retirement savings in the event of their death.

Who is required to file 403b beneficiary designation form?

Any individual who has a 403b retirement plan account is required to file a beneficiary designation form.

How to fill out 403b beneficiary designation form?

To fill out the 403b beneficiary designation form, you will need to provide your personal information, such as your name, address, and social security number. You will also need to indicate the name and relationship of your chosen beneficiary or beneficiaries.

What is the purpose of 403b beneficiary designation form?

The purpose of the 403b beneficiary designation form is to ensure that your retirement savings are distributed to the individuals or organizations you wish to receive them after your death.

What information must be reported on 403b beneficiary designation form?

The 403b beneficiary designation form typically requires you to report your personal information, such as your name, address, and social security number. Additionally, you will need to provide the name and relationship of your chosen beneficiary or beneficiaries.

How can I send 403b beneficiary designation form for eSignature?

Once you are ready to share your 403b beneficiary designation form, you can easily send it to others and get the eSigned document back just as quickly. Share your PDF by email, fax, text message, or USPS mail, or notarize it online. You can do all of this without ever leaving your account.

Where do I find 403b beneficiary designation form?

The pdfFiller premium subscription gives you access to a large library of fillable forms (over 25 million fillable templates) that you can download, fill out, print, and sign. In the library, you'll have no problem discovering state-specific 403b beneficiary designation form and other forms. Find the template you want and tweak it with powerful editing tools.

How do I make changes in 403b beneficiary designation form?

pdfFiller not only allows you to edit the content of your files but fully rearrange them by changing the number and sequence of pages. Upload your 403b beneficiary designation form to the editor and make any required adjustments in a couple of clicks. The editor enables you to blackout, type, and erase text in PDFs, add images, sticky notes and text boxes, and much more.