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TCDRS95 Revised 12/2007 Additional Beneficiary Attachment Page 1 of 2 PURPOSE This form should be used only as an attachment to one of the following TC DRS beneficiary designation forms: Beneficiary

How to fill out tcdrs-95 additional beneficiary attachment

How to fill out the TCDRS-95 additional beneficiary attachment?

1. Begin by obtaining a copy of the TCDRS-95 additional beneficiary attachment form. This form may be available on the official website of the Texas County & District Retirement System (TCDRS) or through your employer.
2. Start by filling out the personal information section at the top of the form. Provide your full legal name, social security number, date of birth, and contact information.
3. Proceed to the beneficiary information section. Fill in the complete legal name, social security number, and relationship to you for each additional beneficiary you wish to designate.
4. If any of the beneficiaries listed are minors or incapacitated, indicate this on the form and provide the necessary details. This will help ensure that the appropriate legal arrangements are made in the event of your passing.
5. Next, sign and date the form at the bottom. Make sure to read any instructions or disclosures accompanying the form before signing to ensure compliance with all requirements.
6. Finally, submit the completed TCDRS-95 additional beneficiary attachment form according to the instructions provided. This may involve mailing it to a specified address or submitting it electronically, depending on the preferred method of submission outlined by TCDRS or your employer.

Who needs the TCDRS-95 additional beneficiary attachment?

1. Employees enrolled in the Texas County & District Retirement System (TCDRS) who wish to designate additional beneficiaries for their retirement benefits should utilize this form.
2. It is particularly important for individuals who have beneficiaries other than those already designated in their primary retirement account to complete this form. This may include individuals with specific estate planning needs, divorced individuals with dependent children, or those wishing to leave a portion of their benefits to a charitable organization or trust.
3. Furthermore, employees who have experienced a significant life event such as marriage, divorce, birth, or death may need to update their beneficiary designations using the TCDRS-95 additional beneficiary attachment form. Ensuring accurate and up-to-date beneficiary information is crucial to ensure that your intended beneficiaries receive the benefits you wish to leave to them.

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What is tcdrs-95 additional beneficiary attachment?

The tcdrs-95 additional beneficiary attachment is a form used to designate additional beneficiaries for a retirement account.

Who is required to file tcdrs-95 additional beneficiary attachment?

Any individual who wants to designate additional beneficiaries for their retirement account is required to file the tcdrs-95 additional beneficiary attachment form.

How to fill out tcdrs-95 additional beneficiary attachment?

To fill out the tcdrs-95 additional beneficiary attachment form, you will need to provide your personal information and the information of the additional beneficiaries you wish to designate.

What is the purpose of tcdrs-95 additional beneficiary attachment?

The purpose of the tcdrs-95 additional beneficiary attachment is to ensure that the retirement account holder's assets are distributed according to their wishes in the event of their passing.

What information must be reported on tcdrs-95 additional beneficiary attachment?

The tcdrs-95 additional beneficiary attachment form requires information such as the full name, date of birth, and relationship to the account holder for each additional beneficiary.