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Beneficiary Designation 401(a) Plan State of Alaska Supplemental Annuity Plan 9821403 For My Information For questions regarding this form, visit the website at www.akdrb.com or contact Service Provider

How to fill out supplemental annuity plan bbeneficiary

How to fill out supplemental annuity plan beneficiary:

1. Obtain the necessary forms: Contact your annuity provider or employer to request the appropriate forms for filling out the supplemental annuity plan beneficiary designation.
2. Provide personal information: Fill in your personal details, such as your full name, date of birth, address, and social security number, as required on the forms.
3. Choose the beneficiary: Indicate the full name, relationship, and social security number of the person(s) you want to designate as your supplemental annuity plan beneficiary.
4. Specify the percentage of allocation: If you have multiple beneficiaries, indicate the percentage of the annuity proceeds that each beneficiary should receive upon your death.
5. Consider contingent beneficiaries: Optionally, you can designate one or more contingent beneficiaries who would receive the annuity proceeds if the primary beneficiaries are unable to do so. Provide their personal information as well.
6. Signature and date: Sign and date the beneficiary designation forms to confirm your intentions.
7. Submit the forms: Return the completed forms to your annuity provider or employer as instructed, keeping a copy for your records.

Who needs supplemental annuity plan beneficiary?

1. Individuals with a supplemental annuity plan: If you have a supplemental annuity plan as part of your retirement package or insurance coverage, you may want to designate a beneficiary to receive the annuity proceeds in the event of your death.
2. Those who want to ensure a smoother transfer of funds: Having a supplemental annuity plan beneficiary ensures that the funds from your annuity plan are distributed according to your wishes, potentially avoiding complications or delays in the event of your death.
3. Anyone who wants to provide financial security for loved ones: Designating a supplemental annuity plan beneficiary allows you to provide financial support and security to your family members or other individuals who depend on you.

For pdfFiller’s FAQs

What is supplemental annuity plan beneficiary?

The supplemental annuity plan beneficiary is a designated individual who will receive the benefits of the supplemental annuity plan in case of the participant's death.

Who is required to file supplemental annuity plan beneficiary?

The participant of the supplemental annuity plan is required to designate a beneficiary.

How to fill out supplemental annuity plan beneficiary?

The participant can fill out the beneficiary designation form provided by the plan administrator with the name, relationship, and percentage of benefits for each beneficiary.

What is the purpose of supplemental annuity plan beneficiary?

The purpose of designating a beneficiary is to ensure that the benefits of the plan are distributed according to the participant's wishes after their death.

What information must be reported on supplemental annuity plan beneficiary?

The beneficiary's full name, relationship to the participant, and the percentage of benefits they will receive must be reported on the form.

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