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403(b) Plan B BENEFICIARY D DESIGNATION INSTRUCTIONS This form presents a beneficiaries claim and gives instructions only for Mutual Fund Select Portfolios (FFSP) accounts and variable annuity accounts
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What is beneficiary designation?
Beneficiary designation is the process of identifying who should receive your assets or benefits after your death.
Who is required to file beneficiary designation?
Individuals who have assets or benefits that can be passed on to someone upon their death are typically required to file beneficiary designations.
How to fill out beneficiary designation?
To fill out beneficiary designation, you need to provide the necessary information such as the full name, relationship, and contact details of the designated beneficiaries.
What is the purpose of beneficiary designation?
The purpose of beneficiary designation is to ensure that your assets or benefits are distributed according to your wishes after your death, avoiding potential disputes or complications.
What information must be reported on beneficiary designation?
On beneficiary designation, you must report the full name, relationship, and contact details of the designated beneficiaries.
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