Get the free 403b BENEFICIARY DESIGNATIONCHANGE REQUEST

Trust Company of America Institutional Advisor Services 403(b) BENEFICIARY DESIGNATION/CHANGE REQUEST SECTION 1: Request Type Trust Company Account Number(s) Select all that apply: New Beneficiary

How to fill out 403b beneficiary designationchange request

How to Fill Out a 403b Beneficiary Designation Change Request:

1. Obtain the necessary form: The first step in filling out a 403b beneficiary designation change request is to obtain the specific form provided by your employer or the financial institution managing your retirement account. This form is usually available online or can be requested through your HR department.
2. Provide your personal information: In the designated sections of the form, fill in your personal information accurately. This typically includes your full name, address, social security number, and other relevant details.
3. Indicate the account details: Specify the details of your 403b retirement account, such as the institution where it is held, the account number, and any other requested information. This ensures that the form is linked to your specific account.
4. Choose your primary beneficiary: In the next section, designate your primary beneficiary – the person who will inherit your 403b account in the event of your death. Provide the beneficiary's full name, relationship to you, and their contact information.
5. Specify contingent beneficiaries: If you wish to name contingent beneficiaries, who will receive the benefits if the primary beneficiary predeceases you, provide their details as well. Again, include their full names, relationships, and contact information.
6. Decide on the allocation percentages: Indicate the percentage of the account balance that you want each beneficiary to receive. Ensure that the total allocation percentages add up to 100%. Some forms may also allow you to specify the allocation percentage for the contingent beneficiaries.
7. Include your signature and the date: Read through the completed form to ensure accuracy. Sign and date the document in the designated section to validate the beneficiary designation change request.

Who Needs a 403b Beneficiary Designation Change Request?

A 403b beneficiary designation change request is needed by individuals who have a 403b retirement account and want to update their beneficiaries. This form allows account holders to specify who will receive the funds in their account in the event of their death. It is important for anyone with a 403b account to periodically review and update their beneficiary designations to ensure their assets are distributed according to their wishes.

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What is 403b beneficiary designation change request?

403b beneficiary designation change request is a form used to update or change the beneficiary of a 403b retirement account.

Who is required to file 403b beneficiary designation change request?

Any individual who has a 403b retirement account and wants to change the beneficiary designation must file the request.

How to fill out 403b beneficiary designation change request?

The form typically requires the account holder to provide their personal information, the current beneficiary information, and details of the new beneficiary.

What is the purpose of 403b beneficiary designation change request?

The purpose of the request is to ensure that the account holder's 403b retirement account passes on to the intended beneficiary in case of death.

What information must be reported on 403b beneficiary designation change request?

The form usually requires the names, addresses, Social Security numbers, and relationship to the account holder of both the current and new beneficiaries.