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LOCAL NO. 9 IBEX AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND BENEFICIARY DESIGNATION Please complete this form in its entirety and return it to the Fringe Benefits Office at One Westbrook

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What is beneficiary designation with spouse?

Beneficiary designation with spouse is a legal document that allows an individual to name their spouse as the primary beneficiary of their assets or benefits in the event of their death.

Who is required to file beneficiary designation with spouse?

Any individual who wishes to designate their spouse as the primary beneficiary of their assets or benefits is required to file a beneficiary designation form with their spouse.

How to fill out beneficiary designation with spouse?

To fill out a beneficiary designation with spouse, an individual must provide their personal information, their spouse's personal information, the assets or benefits to be designated, and any additional instructions.

What is the purpose of beneficiary designation with spouse?

The purpose of beneficiary designation with spouse is to ensure that the individual's assets or benefits are transferred to their spouse in the event of their death, without the need for probate.

What information must be reported on beneficiary designation with spouse?

The beneficiary designation form with spouse must include the individual's personal information, their spouse's personal information, the assets or benefits being designated, and any specific instructions for distribution.

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