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This form is used for members or retirees to designate their beneficiaries for the Public Employees’ Retirement System of Mississippi or other retirement plans, providing necessary personal information
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How to fill out beneficiary designation
How to fill out Beneficiary Designation
01
Obtain the Beneficiary Designation form from your financial institution or insurance provider.
02
Read the instructions carefully to understand the requirements.
03
Fill in your personal information, including your name, address, and account number.
04
Specify the primary beneficiaries by including their names, dates of birth, and relationship to you.
05
If desired, add contingent beneficiaries who will receive the benefits if the primary beneficiaries are unavailable.
06
Indicate the percentage of benefits each beneficiary will receive if multiple beneficiaries are designated.
07
Review the completed form for accuracy and completeness.
08
Sign and date the form as required.
09
Submit the form to your financial institution or insurance provider, and keep a copy for your records.
Who needs Beneficiary Designation?
01
Individuals with retirement accounts, life insurance policies, or other financial assets.
02
Parents who want to ensure their children's financial security.
03
Married couples who wish to provide for each other in case of unforeseen events.
04
Anyone who has significant assets they want to pass on after their death.
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People Also Ask about
What is the designation of a beneficiary?
Meaning of beneficiary in English. a person or group who receives money, advantages, etc. as a result of something else: Her wife was the chief beneficiary of her will.
Does beneficiary mean recipient?
A beneficiary is simply the recipient of money or other benefits.
What does it mean when it says beneficiary name?
A beneficiary is the person or entity that you legally designate to receive the benefits from your financial products. For life insurance coverage, that is the death benefit your policy will pay if you die. For retirement or investment accounts, that is the balance of your assets in those accounts.
What does beneficiary name translate to in English?
In estate planning, a beneficiary is any person or entity you designate to receive an asset after you're gone. Naming beneficiaries is an integral part of several different estate planning elements, including: A will. Life insurance policies. Qualified retirement plans, including any 401(k), 403(b) and pensions.
What is the meaning of beneficiary name in English?
1. a person or group that receives benefits, profits, or advantages. 2. a person designated as the recipient of funds or other property under a will, trust, insurance policy, etc. 3.
Is the beneficiary name the bank name?
Additional tips for creating wires: • “beneficiary” is the person/entity you are sending the wire to. “beneficiary bank” or “beneficiary FI (financial institution)” is the final bank you are sending the wire to.
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What is Beneficiary Designation?
Beneficiary designation is a legal document or statement that specifies who will receive benefits, assets, or property upon the death of the account holder or policyholder.
Who is required to file Beneficiary Designation?
Individuals with certain financial accounts, insurance policies, or retirement plans are typically required to file a beneficiary designation to ensure their assets are distributed according to their wishes.
How to fill out Beneficiary Designation?
To fill out a beneficiary designation, provide your personal information, specify the beneficiaries' names and relationships, and ensure to sign and date the form according to the requirements of the institution.
What is the purpose of Beneficiary Designation?
The purpose of beneficiary designation is to explicitly state who will inherit your assets, avoiding potential disputes and ensuring a smooth transfer of benefits upon your death.
What information must be reported on Beneficiary Designation?
The information typically required on a beneficiary designation includes the account holder's details, beneficiaries' names, social security numbers, dates of birth, and their relationships to the account holder.
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