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District of Columbia Retirement Board (DCB) Benefits Department 900 7th Street, NW, 2nd Floor Washington, DC 20001 Telephone: (202) 343-3272 Toll Free: (866) 456-3272 Fax: (202) 566-5001 www.dcrb.dc.gov

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What is new beneficiary designation form?

The new beneficiary designation form is a document used to specify who will receive the assets of a retirement account or life insurance policy upon the account holder's or policyholder's death.

Who is required to file new beneficiary designation form?

Anyone who has a retirement account or life insurance policy with designated beneficiaries should consider filing a new beneficiary designation form.

How to fill out new beneficiary designation form?

To fill out the new beneficiary designation form, you will need to provide your personal information, the beneficiary's information, and specify the percentage of the assets they will receive.

What is the purpose of new beneficiary designation form?

The purpose of the new beneficiary designation form is to ensure that your assets are distributed according to your wishes after your death.

What information must be reported on new beneficiary designation form?

The new beneficiary designation form typically requires information such as your name, address, social security number, and the beneficiary's name, address, and relationship to you.

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