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A 98214-01 State of Alaska Deferred Compensation Plan B Participant Information Beneficiary Designation Governmental 457(b) Plan Use black or blue ink when completing this form. For questions regarding

How to fill out beneficiary designation governmental 457b

How to Fill Out Beneficiary Designation Governmental 457b:

1. Start by locating the beneficiary designation form provided by your employer or plan administrator. This form is usually available online or can be requested from the HR department.
2. Fill out your personal information accurately, including your full name, address, social security number, and contact details.
3. Provide the necessary information about the account, such as the plan or account number, the name of the institution holding the funds, and the date of the designation.
4. Specify the primary beneficiary, which is the person who will receive the funds in the event of your passing. Provide their full name, relationship to you, social security number, and contact details.
5. If you wish to name multiple primary beneficiaries, indicate the percentage of the account that each beneficiary should receive. Ensure the total percentage equals 100%.
6. Consider designating contingent beneficiaries. These individuals will inherit the funds if the primary beneficiary predeceases you or is unable to claim the assets for any reason. Provide their full names, relationships, social security numbers, and contact details.
7. Review the form thoroughly before submitting it to ensure all the information is accurate and complete.
8. Sign and date the form, and include any required witness signatures if applicable.
9. Keep a copy of the completed form for your records.

Who Needs Beneficiary Designation Governmental 457b?

1. Employees enrolled in a governmental 457b retirement plan, which is a tax-advantaged savings plan offered by a state or local government entity or certain tax-exempt organizations.
2. Individuals who want to designate who will receive their retirement account funds upon their passing.
3. Anyone who wishes to ensure that their retirement account assets are distributed according to their wishes and not subject to default beneficiary rules.

For pdfFiller’s FAQs

What is beneficiary designation governmental 457b?

A beneficiary designation governmental 457b is a form that allows participants in a governmental 457b plan to designate who will receive their account balance upon their death.

Who is required to file beneficiary designation governmental 457b?

All participants in a governmental 457b plan are required to file a beneficiary designation form.

How to fill out beneficiary designation governmental 457b?

To fill out a beneficiary designation governmental 457b form, you need to provide the required personal information of the designated beneficiary including their full name, relationship to the participant, and contact information.

What is the purpose of beneficiary designation governmental 457b?

The purpose of beneficiary designation governmental 457b is to ensure that the participant's account balance is transferred to the designated beneficiary upon their death, according to their wishes.

What information must be reported on beneficiary designation governmental 457b?

The beneficiary designation governmental 457b form typically requires the participant to report the full name, date of birth, social security number, and relationship of the designated beneficiary.

Where do I find beneficiary designation governmental 457b?

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