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403(B) DESIGNATION OF BENEFICIARY FORM IMPORTANT: This form is for use with a 403(b) plan subject to Title I of ERICA. SECTION 1: General Information Name of Employer Name of Participant (Last, First,

How to fill out 403b designation of

To fill out a 403b designation of, follow these steps:

1. Obtain the form: Start by acquiring the 403b designation of form from your employer or the financial institution managing your 403b plan. This form may also be available on their website.
2. Personal information: Begin by providing your personal information such as your name, address, date of birth, and Social Security number. Ensure that this information is accurate and up to date.
3. Designation of beneficiary: Indicate the individuals or entities that you wish to designate as beneficiaries of your 403b plan. This may include your spouse, children, or other dependents. Provide their full names, contact information, and their relationship to you.
4. Percentage allocation: Specify the percentage of your 403b plan's assets that each beneficiary should receive upon your death. The total allocation should add up to 100%. You may choose to allocate different percentages to different beneficiaries or specify equal percentages for all.
5. Contingent beneficiaries: In the event that your primary beneficiaries predecease you or are unable to receive the assets, you can designate contingent beneficiaries. These are backup beneficiaries who will receive the allocated assets if the primary beneficiaries cannot.
6. Signature and date: Sign and date the form to validate your designation of beneficiaries. Make sure to read all the instructions and disclosures provided on the form before signing. Consider seeking professional advice if you have any doubts or concerns.

Who needs a 403b designation of?

1. Employees with a 403b plan: Anyone participating in a 403b retirement plan should consider completing a designation of beneficiaries form. This ensures that their assets are distributed according to their wishes in the event of their death.
2. Individuals with dependents: If you have dependents who rely on your 403b plan assets, it is crucial to designate beneficiaries. This helps ensure that the funds are transferred to the intended beneficiaries efficiently and without complications.
3. Individuals experiencing significant life changes: Life events such as marriage, divorce, the birth of a child, or the loss of a loved one can all impact your desired beneficiary designations. It is important to review and update your designation of beneficiaries accordingly to reflect any significant life changes.

Remember, the specifics of filling out a 403b designation of may vary depending on your employer or financial institution. Always refer to the instructions provided with the form and consult with a professional if needed.

For pdfFiller’s FAQs

What is 403b designation of?

403(b) designation is a form used to designate beneficiaries for a 403(b) retirement account.

Who is required to file 403b designation of?

Employees who have a 403(b) retirement account are required to file a 403(b) designation form to designate beneficiaries.

How to fill out 403b designation of?

The 403(b) designation form can be filled out by providing the required information such as beneficiary name, relationship, and percentage of benefits.

What is the purpose of 403b designation of?

The purpose of 403(b) designation form is to specify who will receive the retirement account benefits in case of the account holder's death.

What information must be reported on 403b designation of?

The 403(b) designation form must include beneficiary's name, relationship to the account holder, and the percentage of benefits they are to receive.

Where do I find 403b designation of?

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