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Ohio Police & Fire Pension Fund 140 East Town Street Columbus, OH 43215 Phone: 18888648363 Fax: (614) 6281777 www.opf.org DESIGNATION OF BENEFICIARY FOR $1,000 LUMP SUM DEATH BENEFIT Complete this

How to fill out designation of beneficiary for

How to fill out designation of beneficiary for:

1. Begin by obtaining the designated beneficiary form from the relevant institution, such as your employer or insurance provider.
2. Fill in your personal details accurately, including your full name, address, contact information, and social security number.
3. Provide the necessary information about the beneficiary, such as their full name, relationship to you, and their contact information.
4. Indicate the type of benefit or account for which you are designating the beneficiary, whether it's a retirement plan, life insurance policy, or other financial or investment account.
5. Specify the percentage or amount of the benefit you wish the beneficiary to receive. Be sure to carefully review and follow any guidelines or instructions provided by the institution.
6. If necessary, include contingent beneficiaries in case the primary beneficiary is unable to receive the benefit.
7. Review the completed form for accuracy, making any necessary corrections or adjustments before signing and dating it.
8. Submit the filled-out form according to the instructions provided by the institution, whether it's by mail, email, or using an online platform.

Who needs designation of beneficiary for:

1. Individuals with retirement plans, such as 401(k)s or IRAs, often require a designation of beneficiary form. This ensures that the funds are distributed according to their wishes upon their death.
2. Life insurance policyholders should also complete a designation of beneficiary form to ensure that the benefits are paid out to the intended recipient.
3. Those with financial or investment accounts may need to designate beneficiaries to direct the transfer of assets upon their passing.
4. Some legal documents, such as wills or trusts, may also require the designation of beneficiaries for various assets or properties.
5. It is important for anyone who wants to have control over who receives their benefits or assets after their death to fill out a designation of beneficiary form to avoid potential disputes or unintended distribution.

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What is designation of beneficiary for?

The designation of beneficiary is for assigning individuals or entities to receive benefits from a financial account or insurance policy upon the account holder's or policyholder's death.

Who is required to file designation of beneficiary for?

Anyone who owns a financial account or insurance policy with the option to designate beneficiaries is required to file a designation of beneficiary form.

How to fill out designation of beneficiary for?

To fill out a designation of beneficiary form, you typically need to provide the beneficiary's full name, relationship to the account holder, date of birth, and contact information.

What is the purpose of designation of beneficiary for?

The purpose of designation of beneficiary is to ensure that upon the account holder's or policyholder's death, the assets or benefits are distributed according to their wishes and avoid probate process.

What information must be reported on designation of beneficiary for?

The information that must be reported on a designation of beneficiary form includes the full name, relationship, date of birth, and contact information of the designated beneficiary.