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This form is intended for participants of the Plumbers and Pipefitters Local 152 Pension Fund to designate their beneficiaries for benefits payable upon their death.
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How to fill out designation of beneficiary
How to fill out Designation of Beneficiary
01
Obtain the Designation of Beneficiary form from your insurance provider, financial institution, or legal advisor.
02
Fill in your personal information accurately, including your name, address, and policy or account numbers.
03
Identify the beneficiaries by writing their full names, relationship to you, and contact information.
04
Specify the percentage of benefits each beneficiary is to receive (if applicable).
05
Sign and date the form to validate it.
06
Submit the completed form to your insurance company or financial institution as instructed.
Who needs Designation of Beneficiary?
01
Individuals with life insurance policies.
02
Policyholders of retirement accounts or pensions.
03
Account holders of bank accounts with payable-on-death (POD) designations.
04
Those who want to specify who will receive assets upon their death.
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People Also Ask about
What are beneficiary designations examples?
Beneficiary designations are commonly used with life insurance policies, IRAs, 401(k)s, and other types of accounts with death benefits. For example, you may set up a life insurance policy to name your spouse as your primary beneficiary, with your kids as equal contingent beneficiaries if your spouse predeceases you.
What is the designation of a beneficiary?
Provide the following information on the beneficiary designation: The full name of the trust as it shows on the trust document. The date the trust was created. The name of the trustee, followed by the word “trustee”, or if you cannot provide a trustee, ETF may accept another contact person. The trustee's address.
How do I fill out a beneficiary designation?
Most beneficiary designations will require you to provide a person's full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.
Should my child be primary or contingent beneficiary?
Do you have a contingent beneficiary in mind if you decide to name your child/children as your primary beneficiaries? Remember that you always want to name contingent beneficiaries so your estate isn't tied up in probate if your primary beneficiary isn't able to receive assets for any reason.
How to fill out a beneficiary designation form?
What is a beneficiary designation? 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.
Who should I not name as a beneficiary?
Estranged relatives or former spouses – Family relationships can be complicated, so think carefully if an estranged relative or ex-spouse really aligns with your wishes. Pets – Pets can't legally own property, so naming them directly as beneficiaries is problematic.
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What is Designation of Beneficiary?
A Designation of Beneficiary is a legal document that specifies who will receive benefits or assets from a financial account, policy, or asset upon the account holder's death.
Who is required to file Designation of Beneficiary?
Typically, individuals who have assets such as life insurance policies, retirement accounts, or any accounts that allow for beneficiary designations are required to file a Designation of Beneficiary.
How to fill out Designation of Beneficiary?
To fill out a Designation of Beneficiary, one must complete the required form by providing personal information for both the account holder and the designated beneficiaries, including names, relationships, and contact information.
What is the purpose of Designation of Beneficiary?
The purpose of Designation of Beneficiary is to ensure that assets or benefits are transferred according to the wishes of the account holder, bypassing probate and expediting the distribution process.
What information must be reported on Designation of Beneficiary?
The information that must be reported includes the full name, address, date of birth of each beneficiary, the percentage of benefits each will receive, and the account holder's information.
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