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This form is used by participants of the AGC-International Union of Operating Engineers Local 701 Defined Contribution Pension Plan to designate their beneficiaries for death benefits under the plan.

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How to fill out AGC-International Union of Operating Engineers Local 701 Beneficiary Designation

01

Obtain the AGC-International Union of Operating Engineers Local 701 Beneficiary Designation form from your local union office or their official website.

02

Read the instructions provided on the form carefully to ensure you understand the requirements.

03

Fill in your personal information accurately, including your name, address, and membership number.

04

Identify the beneficiaries by providing their names, relationships to you, and their contact information.

05

Indicate the percentage of benefits each beneficiary will receive, ensuring that the total equals 100%.

06

Sign and date the form to validate your designation.

07

Submit the completed form to your local union office as instructed, keeping a copy for your records.

08

Verify with your union office that your form has been processed and that your beneficiary designation is on file.

Who needs AGC-International Union of Operating Engineers Local 701 Beneficiary Designation?

01

Members of the AGC-International Union of Operating Engineers Local 701 who wish to designate beneficiaries for benefits such as life insurance or retirement plans.

02

Individuals who want to ensure that their benefits are distributed according to their wishes in the event of their passing.

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What is AGC-International Union of Operating Engineers Local 701 Beneficiary Designation?

AGC-International Union of Operating Engineers Local 701 Beneficiary Designation is a legal document that specifies the individuals or entities who will receive benefits from a member's pension or other related plans upon their passing.

Who is required to file AGC-International Union of Operating Engineers Local 701 Beneficiary Designation?

Members of the AGC-International Union of Operating Engineers Local 701 who wish to designate beneficiaries for their benefits are required to file this designation.

How to fill out AGC-International Union of Operating Engineers Local 701 Beneficiary Designation?

To fill out the AGC-International Union of Operating Engineers Local 701 Beneficiary Designation, members should provide their personal information, indicate their chosen beneficiaries, and sign the form. It's important to follow any specific instructions provided with the form.

What is the purpose of AGC-International Union of Operating Engineers Local 701 Beneficiary Designation?

The purpose of the AGC-International Union of Operating Engineers Local 701 Beneficiary Designation is to ensure that a member's benefits are distributed according to their wishes after their death, providing clarity and legal affirmation of intended beneficiaries.

What information must be reported on AGC-International Union of Operating Engineers Local 701 Beneficiary Designation?

The information that must be reported includes the member's full name, identification number, details of the beneficiaries (such as name and relationship), and the member's signature along with the date of designation.

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