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Northern California Pipe Trades Supplemental Pension Plan TO: Participants and Beneficiaries of Northern California Pipe Trades Supplemental Pension Plan FROM: The Board of Trustees, acting as Plan

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What is non-spouse beneficiary distribution request?

A non-spouse beneficiary distribution request is a formal request made by a person who is not the spouse of a deceased individual to receive distributions from the deceased person's assets, such as retirement accounts or life insurance policies.

Who is required to file non-spouse beneficiary distribution request?

Any individual who is named as a beneficiary in a deceased person's assets and is not the spouse of the deceased is required to file a non-spouse beneficiary distribution request.

How to fill out non-spouse beneficiary distribution request?

To fill out a non-spouse beneficiary distribution request, one needs to obtain the necessary forms from the financial institution holding the assets, provide the required information about the deceased and the beneficiary, and submit the completed forms to the institution.

What is the purpose of non-spouse beneficiary distribution request?

The purpose of a non-spouse beneficiary distribution request is to formally request the distribution of assets to a beneficiary who is not the spouse of the deceased individual. This allows the beneficiary to access and potentially transfer or inherit the assets according to applicable laws and regulations.

What information must be reported on non-spouse beneficiary distribution request?

The non-spouse beneficiary distribution request typically requires information such as the deceased person's name, date of death, type of assets involved, beneficiary's name and contact information, and any additional documentation or verification as specified by the financial institution or relevant legal authorities.

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