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RESET FORM BENEFICIARY DESIGNATION NOVELIST Goya Retirement Insurance and Annuity Company (VRI AC) Goya Institutional Plan Services, LLC (VIPs) Members of the Voyage family of companies One Orange

How to fill out beneficiary designation non-erisa

How to fill out beneficiary designation non-ERISA:

1. Obtain the necessary forms: Contact your insurance company, financial institution, or retirement plan administrator to request the beneficiary designation form for non-ERISA plans. They will provide you with the required documentation.
2. Begin with personal information: Fill out your full name, address, date of birth, social security number, and any other requested personal details. Ensure accuracy to avoid any future complications.
3. Identify the account or policy: Indicate the specific account or policy for which you are designating a beneficiary. Provide relevant information such as the account or policy number to ensure your designation is correctly applied.
4. Choose primary beneficiaries: List the primary beneficiary or beneficiaries for the account or policy. Include their full names, relationship to you, and their contact information. Specify the percentage or fraction of the assets you wish to allocate to each primary beneficiary. Remember to update this section if any changes occur in the future.
5. Select contingent beneficiaries: In case the primary beneficiaries predecease you or are unable to receive the assets, designate contingent beneficiaries. Follow the same process as with the primary beneficiaries, providing their full names, relationship, and contact information. Again, allocate the assets among the contingent beneficiaries based on your preferences.
6. Include any special instructions: If you have any specific wishes or additional instructions regarding the distribution of your assets, include them in this section. These instructions may include allocating a specific dollar amount or dividing the assets equally among beneficiaries. Be clear and specific to avoid any confusion.
7. Review and sign the form: Carefully review the information you provided to ensure accuracy. Once satisfied, sign the beneficiary designation form, and include the date. Some forms may require witness signatures as well. Make sure to follow the instructions provided by the plan or institution.
8. Keep a copy for your records: Before submitting the form, make a copy for your personal records. This will serve as evidence of your beneficiary designations and can be helpful for future reference or updates.

Who needs beneficiary designation non-ERISA?

1. Individuals with non-ERISA retirement plans: Those who have pension plans, annuities, or life insurance policies that do not fall under the Employee Retirement Income Security Act (ERISA) are typically required to fill out beneficiary designation forms.
2. Participants in non-ERISA employer-sponsored plans: Some employer-sponsored retirement plans, such as non-ERISA 403(b) plans, may also require participants to designate beneficiaries using non-ERISA beneficiary designation forms.
3. Those with non-ERISA accounts or policies: Any individual who holds non-ERISA accounts or policies, like Individual Retirement Accounts (IRAs) or certain types of investment accounts, may need to complete beneficiary designation forms to designate who will receive the assets upon their death. It is important to comply with the specific requirements of the account or policy provider in such cases.

For pdfFiller’s FAQs

What is beneficiary designation non-erisa?

Beneficiary designation non-ERISA refers to a form or document where an individual designates who will receive their non-ERISA retirement account assets upon their death.

Who is required to file beneficiary designation non-erisa?

Individuals who have non-ERISA retirement accounts, such as IRAs or individual 401(k) plans, are required to file beneficiary designation non-ERISA forms.

How to fill out beneficiary designation non-erisa?

Beneficiary designation non-ERISA forms can typically be filled out online or by contacting the financial institution that holds the retirement account.

What is the purpose of beneficiary designation non-erisa?

The purpose of beneficiary designation non-ERISA is to ensure that the account owner's assets are distributed according to their wishes upon their death.

What information must be reported on beneficiary designation non-erisa?

The beneficiary designation non-ERISA form typically requires the individual to provide the full name, date of birth, and relationship of the primary beneficiary as well as any contingent beneficiaries.

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