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DESIGNATION OF RETIREMENT SYSTEM-TIER-PLAN-BENEFICIARY For Higher Education Employment Only STATE OF CONNECTICUT OFFICE OF THE STATE COMPTROLLER RETIREMENT SERVICES DIVISION CO-931h Rev. 9/2015-Page

How to fill out designation of retirement systemtierplanbeneficiary

How to Fill Out Designation of Retirement System Tier Plan Beneficiary:

1. Obtain the necessary forms: Contact your retirement system or employer to request the designation of retirement system tier plan beneficiary form. They will provide you with the required paperwork.
2. Provide personal information: Fill out the form with your personal details, including your full name, date of birth, social security number, and contact information. Make sure all the information you provide is accurate and up-to-date.
3. Identify the retirement system and tier plan: Indicate the specific retirement system and tier plan you are enrolled in. This information is crucial to ensure that your beneficiary designation is applied correctly.
4. Choose your primary beneficiary: Designate the primary beneficiary by providing their full name, relationship to you, and their contact information. Your primary beneficiary is the person who will receive the benefits in case of your passing.
5. Choose contingent beneficiaries: Contingent beneficiaries are individuals who will receive the benefits if the primary beneficiary predeceases you. Include their full names, relationships, and contact information. You can choose one or multiple contingent beneficiaries.
6. Specify the percentage allocation: If you have multiple primary or contingent beneficiaries, you need to allocate the percentage of benefits they will receive. Ensure that the total percentage adds up to 100%. You can divide the benefits equally or specify different percentages for each beneficiary.
7. Review and sign the form: Carefully review all the information provided on the form to ensure its accuracy. Once you are satisfied, sign the form, and date it. Some forms may require witnesses or notarization, so make sure to follow the instructions accordingly.

Who Needs Designation of Retirement System Tier Plan Beneficiary:

1. Employees with retirement plans: Individuals who are enrolled in retirement plans offered by their employers, such as 401(k) or pension plans, may need to complete a designation of retirement system tier plan beneficiary form. This allows them to specify who will receive their retirement benefits upon their passing.
2. Participants in government or public service retirement systems: Individuals who are part of government or public service retirement systems, such as teachers, police officers, firefighters, or military personnel, may also need to fill out a designation of retirement system tier plan beneficiary form. This ensures that their retirement benefits are distributed according to their wishes.
3. Individuals with individual retirement accounts (IRAs): Those who have IRAs may need to designate beneficiaries by filling out the appropriate forms. This ensures that their IRA assets are distributed to the intended recipients after their death.

In summary, anyone enrolled in a retirement system tier plan, whether through an employer, government, or individual accounts, should determine their beneficiaries and complete the appropriate designation form to ensure their retirement benefits are distributed according to their wishes.

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What is designation of retirement systemtierplanbeneficiary?

The designation of retirement system/tier plan beneficiary is a form or document where an individual names the person or entity who will receive their retirement benefits in the event of their death.

Who is required to file designation of retirement systemtierplanbeneficiary?

Employees who are enrolled in a retirement system or tier plan typically need to file a designation of beneficiary form.

How to fill out designation of retirement systemtierplanbeneficiary?

To fill out the designation of retirement system/tier plan beneficiary form, one must provide their personal information, as well as the information of the chosen beneficiary.

What is the purpose of designation of retirement systemtierplanbeneficiary?

The purpose of the designation of retirement system/tier plan beneficiary is to ensure that the individual's retirement benefits are distributed according to their wishes in the event of their death.

What information must be reported on designation of retirement systemtierplanbeneficiary?

The designation of retirement system/tier plan beneficiary typically requires information such as the beneficiary's name, address, relationship to the individual, and percentage of benefits to be allocated.