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For Internal Use ! $ ! “!# ! !# ! “ “!# ! “ A/C# % Instructions: Please use this form to designate Primary Beneficiaries and Contingent Beneficiaries for an 403(b) with Johnson Mutual Funds

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How to fill out beneficiary403bdoc

How to fill out beneficiary403bdoc:

01

Begin by gathering all necessary information such as your personal details, the details of the 403(b) plan, and the details of the beneficiary you wish to designate.

02

Start by filling out the top section of the form, which usually asks for your name, address, social security number, and other identifying information.

03

Proceed to the section that requires you to enter the specific details of the 403(b) plan, such as the plan name, account number, and the name of the institution managing the plan.

04

Next, carefully provide the complete information of the beneficiary, including their name, address, social security number, and relationship to you.

05

Consider adding contingent beneficiaries, which are individuals who would receive the funds if the primary beneficiary cannot be located or does not survive you.

06

Double-check all the information you have entered before signing and dating the form.

07

Make copies of the completed form for your own records and submit the original to the appropriate institution overseeing your 403(b) plan.

Who needs beneficiary403bdoc:

01

Anyone who has a 403(b) retirement plan should consider filling out a beneficiary403bdoc.

02

Individuals who want to designate a specific person or persons to receive the funds from their 403(b) plan in the event of their death will find this document essential.

03

It is especially important for individuals with significant assets in their 403(b) plan and those who want to ensure the smooth transfer of those assets to their chosen beneficiaries.

04

Furthermore, even if there are already beneficiaries designated for the 403(b) plan, it is wise to periodically review and update the beneficiary403bdoc to reflect any changes in circumstances or wishes.

Note: It is always recommended to consult with a financial advisor or attorney to ensure that you accurately complete the beneficiary403bdoc according to your unique situation and in compliance with any relevant laws or regulations.

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What is beneficiary403bdoc?

Beneficiary403bdoc is a document used to report information about beneficiaries of a 403(b) retirement plan.

Who is required to file beneficiary403bdoc?

Employers sponsoring a 403(b) retirement plan are required to file beneficiary403bdoc.

How to fill out beneficiary403bdoc?

Beneficiary403bdoc can be filled out electronically or on paper, providing information about the beneficiaries of the 403(b) plan.

What is the purpose of beneficiary403bdoc?

The purpose of beneficiary403bdoc is to report accurate information about the beneficiaries of a 403(b) retirement plan for tax and administrative purposes.

What information must be reported on beneficiary403bdoc?

Beneficiary403bdoc must report the name, address, Social Security number, and relationship to the participant of each beneficiary.

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