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A 9898602 State of Tennessee 401(k) Plan B Participant Information Beneficiary Designation 401(k) Plan Use black or blue ink when completing this form. For questions regarding this form, contact Service

How to fill out beneficiary designation 401k plan

How to fill out beneficiary designation 401k plan:

1. Contact your 401k plan administrator or human resources department to obtain the necessary forms for beneficiary designation.
2. Fill out the beneficiary designation form accurately and completely. Include your full legal name, date of birth, and contact information.
3. Indicate the relationship between you and the beneficiary. Common options include spouse, children, parents, or other designated individuals.
4. Specify the percentage or amount of your 401k account that you want to allocate to each beneficiary. You can divide it equally among multiple beneficiaries or allocate different percentages based on your preferences.
5. Review the form thoroughly to ensure accuracy. Double-check the names, addresses, and other details provided to avoid any potential errors.
6. Sign and date the form as required. Some plans may require you to get the signature of a witness or have the form notarized.
7. Submit the completed beneficiary designation form to your 401k plan administrator or human resources department. Keep a copy for your records.

Who needs beneficiary designation 401k plan:

1. Anyone who has a 401k plan should consider designating beneficiaries. This ensures that their retirement savings are distributed according to their wishes in the event of their death.
2. Married individuals frequently designate their spouse as the primary beneficiary, but they may also name children or other family members.
3. Unmarried individuals should also complete a beneficiary designation form to determine whom their assets will pass to upon their death.
4. Even if you have previously designated beneficiaries, it's important to review and update your beneficiary designations periodically to reflect any life changes, such as marriage, divorce, or the birth of children.

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What is beneficiary designation 401k plan?

Beneficiary designation 401k plan is a form that allows you to designate who will receive your retirement account assets in the event of your death.

Who is required to file beneficiary designation 401k plan?

Individuals who have a 401k plan are required to file a beneficiary designation form.

How to fill out beneficiary designation 401k plan?

You can fill out a beneficiary designation form provided by your 401k plan administrator, and designate the percentage or specific amount you want each beneficiary to receive.

What is the purpose of beneficiary designation 401k plan?

The purpose of beneficiary designation 401k plan is to ensure that your retirement account assets are distributed according to your wishes in the event of your death.

What information must be reported on beneficiary designation 401k plan?

The beneficiary designation form must include the full name, date of birth, relationship to the account holder, and percentage or specific amount to be received by each beneficiary.