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Beneficiary Form CNI MR 401(k) Savings and Investment Plan 51373-1-1 SOCIAL SECURITY NUMBER FIRST NAME LAST NAME STREET ADDRESS MI E-MAIL ADDRESS CITY STATE BIRTH DATE ZIP MARITAL STATUS MARRIED SINGLE
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What is 401k beneficiary form?
The 401k beneficiary form is a legal document that allows an individual to designate who will receive their 401k account balance in the event of their death.
Who is required to file 401k beneficiary form?
Any individual who has a 401k retirement account is required to file a beneficiary form.
How to fill out 401k beneficiary form?
To fill out a 401k beneficiary form, the account holder needs to provide their personal information, such as name, address, and social security number, as well as the information of the designated beneficiary, including their relationship to the account holder.
What is the purpose of 401k beneficiary form?
The purpose of the 401k beneficiary form is to ensure that the account holder's desired beneficiaries receive their retirement savings upon their death.
What information must be reported on 401k beneficiary form?
The 401k beneficiary form typically requires the account holder to report their personal information, such as name, address, and social security number, as well as the information of the designated beneficiary, including their name, relationship to the account holder, and contact information.
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