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A Beneficiary Designation Governmental 457 b Plan 98966-02 Massachusetts Deferred Compensation SMART Plan - Mandatory OBRA B Participant Information Use black or blue ink when completing this form. For questions regarding this form contact Service Provider at 1-877-457-1900.
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The 98966 02 beneficiary form is a document used to designate beneficiaries for certain financial accounts or assets.
Individuals who wish to specify beneficiaries for their financial accounts or assets are required to file the 98966 02 beneficiary form.
To fill out the 98966 02 beneficiary form, you must provide your personal details, such as name, address, and social security number, as well as the details of the designated beneficiaries.
The purpose of the 98966 02 beneficiary form is to legally designate individuals or entities to receive the assets or funds from specified financial accounts in the event of the account holder's death.
The information that must be reported on the 98966 02 beneficiary form includes the account holder's personal details, the beneficiaries' personal details, and the details of the financial accounts or assets being designated.
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