Get the free Defined Benefit Beneficiary Change Request bFormb

Municipal Employees Retirement System of Michigan 1134 Municipal Way Lansing, MI 48917 800.767.2308 Fax: 517.703.9706 www.mersofmich.com Defined Benefit Beneficiary Change Request Form Please print

How to fill out defined benefit beneficiary change

Step-by-step guide to fill out a defined benefit beneficiary change:

Start by obtaining the necessary form:

1. Contact your employer or plan administrator to request the specific form required for changing beneficiary designations in your defined benefit plan.
2. Request any additional guidance or instructions if available.

Understand the requirements and limitations:

1. Familiarize yourself with the rules and regulations of your defined benefit plan regarding beneficiary designations.
2. Determine if there are any restrictions or limitations on changing beneficiaries, such as age or relationship requirements.

Gather the required information:

1. Collect all pertinent personal information, such as your full legal name, date of birth, social security number, and contact details.
2. Identify the beneficiaries you wish to designate by gathering their full names, dates of birth, and relationship to you.

Read and comprehend the form:

1. Thoroughly read the beneficiary change form to understand the sections, fields, and any specific instructions.
2. Take note of any additional documentation or supporting materials that need to be submitted along with the form.

Fill out the form accurately:

1. Begin by entering your personal information in the designated fields.
2. Proceed to provide the necessary details for each beneficiary, including their full names, relationship to you, and any specific percentages or allocation of benefits.

Review and double-check the form:

1. Carefully review all the information you have entered to ensure its accuracy.
2. Verify that the beneficiaries' details are correct and accurately reflect your intended designations.

Sign and date the form:

1. Once you are confident that the form is accurately filled out, sign and date it in the designated areas.
2. If required, have a witness or notary present during the signing process as per your plan's requirements.

Submit the form:

1. Determine the submission process stipulated by your employer or plan administrator.
2. Deliver the completed beneficiary change form through the designated method, such as in person, by mail, or electronically.

Who needs a defined benefit beneficiary change?

1. Individuals who have a defined benefit plan and wish to update the beneficiaries listed on their account.
2. Those who experienced significant life changes, such as marriage, divorce, birth, or death, and want to ensure their benefits are distributed according to their current wishes.
3. People who want to review and update their existing beneficiary designations periodically to align with their current preferences and circumstances.

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What is defined benefit beneficiary change?

Defined benefit beneficiary change is a modification made to the designated recipient(s) of a specific financial benefit from an employer-sponsored retirement plan.

Who is required to file defined benefit beneficiary change?

Employees or plan participants who want to update the beneficiaries of their defined benefit plan are required to file a beneficiary change form.

How to fill out defined benefit beneficiary change?

To fill out a defined benefit beneficiary change form, individuals must provide their personal information, details of the current beneficiaries, and the names of the new beneficiaries.

What is the purpose of defined benefit beneficiary change?

The purpose of a defined benefit beneficiary change is to ensure that the designated recipients of retirement benefits are up to date and accurately reflect the wishes of the plan participant.

What information must be reported on defined benefit beneficiary change?

The information that must be reported on a defined benefit beneficiary change form includes the plan participant's name, identifying information, details of the current beneficiaries, and the names of the new beneficiaries.