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This document is used for designating beneficiaries and changing names or addresses for the Hartford Life Insurance Retirement Plan.
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How to fill out beneficiary designation name address
How to fill out Beneficiary Designation/ Name & Address Change-457
01
Obtain a copy of the Beneficiary Designation/Name & Address Change-457 form.
02
Fill out your personal information at the top of the form, including name, address, and contact details.
03
Specify the type of change you are making (Beneficiary Designation or Name & Address Change).
04
For Beneficiary Designation, list the names and contact information of your chosen beneficiaries in the appropriate section.
05
If changing your address, clearly indicate your previous address and the new address.
06
Sign and date the form to verify that the information provided is accurate.
07
Submit the completed form to the appropriate office or department as instructed on the form.
Who needs Beneficiary Designation/ Name & Address Change-457?
01
Individuals who want to designate a beneficiary for their retirement or savings accounts.
02
Those who have recently changed their name or address and need to update their records.
03
Members of retirement plans or savings plans that require a beneficiary designation.
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People Also Ask about
How do I update my beneficiary designation?
Contact your employer's plan administrator to update beneficiaries. For some annuities, you may need to contact your plan's trustee to make beneficiary changes.
What is the best way to designate beneficiaries?
This includes providing detailed information such as full names, relationships to you and contact information to avoid any confusion. Consider Multiple Beneficiaries: You can name primary beneficiaries (the first in line to inherit) and contingent beneficiaries (who inherit if the primary beneficiaries cannot).
Which beneficiary designation Cannot be changed?
An irrevocable beneficiary is a person or entity who is designated to receive the assets in your life insurance policy and cannot easily be changed or removed unless they consent. As an irrevocable beneficiary, the person or entity chosen has certain rights with regard to the death benefit of your policy.
How do I change my beneficiary name?
To change the beneficiary on your life insurance policy, you need to obtain a life insurance beneficiary form from your insurance provider. This form is the official document required to initiate the change process.
Which beneficiary designation Cannot be changed?
An irrevocable beneficiary is a person or entity who is designated to receive the assets in your life insurance policy and cannot easily be changed or removed unless they consent. As an irrevocable beneficiary, the person or entity chosen has certain rights with regard to the death benefit of your policy.
How do I fill out a beneficiary designation form?
Provide the following information on the beneficiary designation: The full name of the trust as it shows on the trust document. The date the trust was created. The name of the trustee, followed by the word “trustee”, or if you cannot provide a trustee, ETF may accept another contact person. The trustee's address.
Can you update beneficiaries online?
Generally, you can review and update your beneficiary designations by contacting the company or organization that provides your insurance or retirement plan. You can sometimes do this online. Otherwise, you'll have to complete, sign, and mail a paper form.
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What is Beneficiary Designation/ Name & Address Change-457?
The Beneficiary Designation/ Name & Address Change-457 is a form used to designate or update beneficiaries for a retirement plan or benefit, and to change the name and address associated with that account.
Who is required to file Beneficiary Designation/ Name & Address Change-457?
Individuals who participate in a retirement plan or benefit program and wish to designate or update their beneficiary information are required to file this form.
How to fill out Beneficiary Designation/ Name & Address Change-457?
To fill out the form, fill in your personal information, including your name, address, and account number. Specify the beneficiaries' details and submit it to the appropriate plan administrator.
What is the purpose of Beneficiary Designation/ Name & Address Change-457?
The purpose of this form is to ensure that the correct individuals receive benefits upon the account holder's passing, and to keep contact information current for communication regarding the account.
What information must be reported on Beneficiary Designation/ Name & Address Change-457?
The form must include the account holder's name, account number, the names and relationship of the designated beneficiaries, their addresses, and any changes in the account holder's name or address.
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