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This form is used to designate additional retirement beneficiaries for KPERS retirement benefits beyond what is allowed on the primary Designation of Beneficiary form.
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How to fill out additional retirement beneficiaries
How to fill out ADDITIONAL RETIREMENT BENEFICIARIES
01
Obtain the form for Additional Retirement Beneficiaries.
02
Locate the section on the form that lists 'Additional Beneficiaries.'
03
Fill in the full names of the additional beneficiaries you wish to designate.
04
Provide the relationship of each beneficiary to you.
05
Indicate the percentage of benefits each beneficiary will receive.
06
Review the information for accuracy and completeness.
07
Sign and date the form as required.
08
Submit the completed form to the appropriate retirement plan administrator.
Who needs ADDITIONAL RETIREMENT BENEFICIARIES?
01
Individuals who want to designate more than one beneficiary for their retirement plan.
02
People seeking to ensure that their retirement benefits are distributed according to their wishes after their passing.
03
Anyone with dependents or multiple family members they wish to include as beneficiaries.
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People Also Ask about
Can I add a beneficiary to my retirement account?
More In Retirement Plans A beneficiary is generally any person or entity the account owner chooses to receive the benefits of a retirement account or an IRA after they die. The owner must designate the beneficiary under procedures established by the plan.
What is the downside of naming a trust as the beneficiary of a retirement plan?
Naming a trust as a beneficiary is a good idea if beneficiaries are minors, have a disability, or can't be trusted with a large sum of money. The major disadvantage of naming a trust as a beneficiary is required minimum distribution (RMD) payouts.
What happens when you inherit a retirement account?
Your beneficiary may be able to stay in the plan and take distributions, or the plan may require an immediate distribution. If the plan requires an immediate distribution, your beneficiary can elect a direct trustee-to-trustee transfer to an inherited IRA at the financial institution of their choosing.
How are retirement accounts distributed to beneficiaries?
Withdrawals of contributions from an inherited Roth are tax free. Most withdrawals of earnings from an inherited Roth IRA account are also tax-free. However, withdrawals of earnings may be subject to income tax if the Roth account is less than 5-years old at the time of the withdrawal.
What are the rules for inheritance of retirement accounts?
If you inherit a Roth IRA, you won't owe taxes on distributions, though you will still be required to empty the account within 10 years. 3. The tax rules are more lenient for spouse beneficiaries. Spouses can roll over the inherited IRA into their personal IRA or put the money into a new, inherited IRA account.
What are the new rules for inherited retirement accounts?
A major change of the SECURE Act requires beneficiaries who inherit IRAs due to the death of an IRA owner after 2019, other than certain select beneficiaries such as spouses and minor children, to draw down an inherited IRA within 10 years of the IRA owner's death rather than over the beneficiary's lifetime.
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What is ADDITIONAL RETIREMENT BENEFICIARIES?
ADDITIONAL RETIREMENT BENEFICIARIES refers to the additional individuals designated to receive retirement benefits upon the account holder's death.
Who is required to file ADDITIONAL RETIREMENT BENEFICIARIES?
Individuals who have retirement accounts and wish to designate beneficiaries beyond the primary ones are required to file the ADDITIONAL RETIREMENT BENEFICIARIES form.
How to fill out ADDITIONAL RETIREMENT BENEFICIARIES?
To fill out the ADDITIONAL RETIREMENT BENEFICIARIES form, you typically provide the names, relationship to the account holder, and contact information of the additional beneficiaries you wish to designate.
What is the purpose of ADDITIONAL RETIREMENT BENEFICIARIES?
The purpose of ADDITIONAL RETIREMENT BENEFICIARIES is to ensure that more than one individual can receive retirement benefits, thereby allowing the account holder to diversify benefit distribution.
What information must be reported on ADDITIONAL RETIREMENT BENEFICIARIES?
The information that must be reported includes the names, Social Security numbers, date of birth, relationship to the account holder, and the percentage of benefits each additional beneficiary will receive.
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