Get the free CERF 457b Beneficiary Form - Boone County Missouri

Beneficiary Designation Governmental 457(b) Plan CERF Savings Plan 457 Plan9899301For My Information For questions regarding this form, visit the website at empowermyretirement.com or contact Service

How to fill out cerf 457b beneficiary form

How to fill out a cerf 457b beneficiary form:

1. Begin by gathering all necessary information and documents. You will need the full names, addresses, and Social Security numbers of your designated beneficiaries.
2. Locate the cerf 457b beneficiary form provided by your employer or retirement plan provider. It is typically available online or through your HR department.
3. Start by entering your personal information in the appropriate sections of the form. This includes your full name, address, and Social Security number.
4. Identify the type of beneficiary designation you want to make. You may choose primary beneficiaries, contingent beneficiaries, or both. Primary beneficiaries are the first to receive the assets upon your death, while contingent beneficiaries only inherit if the primary beneficiaries are deceased.
5. Provide the full name, address, and Social Security number of each primary beneficiary. Repeat this step for contingent beneficiaries, if applicable.
6. Indicate the percentage of the assets you want each beneficiary to receive. Ensure that the total percentages equal 100%. If you want beneficiaries to split the assets equally, you can specify that as well.
7. Sign and date the form in the designated areas. In some cases, you may need to have your signature notarized.
8. Review the completed form for accuracy and completeness. Make any necessary corrections before submitting it.
9. Keep a copy of the completed form for your records and submit the original to your employer or retirement plan provider as instructed.

Who needs a cerf 457b beneficiary form?

1. Employees who contribute to a 457b retirement plan through their employer may need to complete a cerf 457b beneficiary form.
2. Anyone who wishes to designate specific individuals or entities to receive their 457b plan assets upon their death should fill out this form.
3. It is especially important for individuals who have significant assets in their 457b plan and want to ensure those assets are distributed according to their wishes.

It is crucial to consult with a financial advisor or estate planning professional to understand the specific requirements and implications of completing a cerf 457b beneficiary form.

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What is cerf 457b beneficiary form?

The cerf 457b beneficiary form is a document that designates who will receive the assets held in a cerf 457b account upon the account holder's death.

Who is required to file cerf 457b beneficiary form?

Any individual who has a cerf 457b account and wishes to designate a beneficiary for that account is required to file the cerf 457b beneficiary form.

How to fill out cerf 457b beneficiary form?

To fill out the cerf 457b beneficiary form, you will need to provide your personal information, as well as the information of the beneficiary you wish to designate.

What is the purpose of cerf 457b beneficiary form?

The purpose of the cerf 457b beneficiary form is to ensure that the assets held in a cerf 457b account are distributed according to the account holder's wishes upon their death.

What information must be reported on cerf 457b beneficiary form?

The cerf 457b beneficiary form typically requires information such as the beneficiary's name, relationship to the account holder, date of birth, and Social Security number.