Get the free FRS INVESTMENT PLAN BENEFICIARY DESIGNATION FORM

FRS INVESTMENT PLAN BENEFICIARY DESIGNATION FORM Please PRINT clearly, using blue or black Social Security Number / First Name MI / Birth Date / Last Name Work Telephone / Home Telephone (() Email:)

How to fill out frs investment plan beneficiary

How to Fill Out FRS Investment Plan Beneficiary:

1. Start by obtaining the necessary forms: To fill out the FRS Investment Plan beneficiary, you will need to obtain the designated forms from the Florida Retirement System (FRS) website or by contacting their customer service.
2. Provide account information: Begin by entering your personal information, including your full name, address, Social Security number, and FRS Investment Plan account number. Ensure that all the information provided is accurate and up to date.
3. Choose your beneficiary: Indicate the individual(s) who will be named as beneficiaries of your FRS Investment Plan. It is important to consider this decision carefully and select individuals who you want to receive your account balance in the event of your passing.
4. Specify the beneficiary allocation: If you have multiple beneficiaries, indicate the percentage or portion of your account balance that each beneficiary should receive. Ensure that the total allocation adds up to 100%. If you are designating primary and contingent beneficiaries, clearly indicate the order in which they should receive the funds.
5. Include contact information: Provide the contact information (names, addresses, phone numbers, and email addresses) for each beneficiary listed. This will assist FRS in reaching out to the beneficiaries for any further communication or necessary paperwork.
6. Sign and date the form: Ensure that you sign and date the FRS Investment Plan beneficiary form. If there is a requirement for witnesses or a notary, make sure to have this step completed accordingly.
7. Review and submit: Take the time to review the completed form for any errors or omissions before submitting it. Keep a copy of the form for your records and submit the original form to the designated FRS office or address provided.

Who Needs FRS Investment Plan Beneficiary?

The FRS Investment Plan beneficiary is necessary for anyone enrolled in the FRS Investment Plan. This includes eligible employees of participating employers in the state of Florida, such as state agencies, school districts, and community colleges. These beneficiaries will ensure that upon the participant's passing, the designated individuals will receive the account balance or investment funds in accordance with their specified allocation. It is essential for FRS participants to designate a beneficiary to ensure their wishes are honored and their assets are distributed as intended.

For pdfFiller’s FAQs

What is frs investment plan beneficiary?

FRS investment plan beneficiary is the individual or entity designated to receive the benefits of the account in the event of the account holder's death.

Who is required to file frs investment plan beneficiary?

All participants in the FRS investment plan are required to designate a beneficiary.

How to fill out frs investment plan beneficiary?

To fill out the FRS investment plan beneficiary form, the account holder must provide the beneficiary's name, relationship, and contact information.

What is the purpose of frs investment plan beneficiary?

The purpose of the FRS investment plan beneficiary is to ensure that the account holder's assets are distributed according to their wishes in the event of their death.

What information must be reported on frs investment plan beneficiary?

The information that must be reported on the FRS investment plan beneficiary includes the beneficiary's full name, date of birth, relationship to the account holder, and contact information.

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