Get the free Pension Beneficiary Form - Carleton University

CARLETON UNIVERSITY RETIREMENT PLAN APPOINTMENT OR CHANGE OF BENEFICIARY PLEASE PRINT SECTION A MEMBER INFORMATION EMPLOYEE # LAST NAME FIRST NAME INITIAL SECTION B SPOUSAL BENEFIT In accordance with

How to fill out pension beneficiary form

How to fill out a pension beneficiary form:

1. Obtain the form: First, contact your pension provider or visit their website to request a pension beneficiary form. They may also provide an online version that you can download and print.
2. Personal details: Fill in your personal information, including your full name, date of birth, social security number, and contact information. Ensure that you provide accurate and up-to-date information.
3. Beneficiary information: Provide the details of your chosen beneficiary. This includes their full name, relationship to you (spouse, child, etc.), date of birth, and contact information. Make sure to double-check the accuracy of the beneficiary's information.
4. Contingent beneficiaries: If you want to name backup beneficiaries in case your primary beneficiary predeceases you or is unable to receive the pension benefits, provide their information as well. This step is optional but recommended for added security.
5. Percentage allocation: Indicate the percentage of the pension benefit you wish to allocate to each beneficiary. Ensure that the total allocation adds up to 100%. If you are naming multiple beneficiaries, determine the distribution according to your preferences.
6. Signature and date: Read the declaration carefully and sign the form. Include the date of your signature to make it valid. Some forms may require a witness or notary to witness your signature, so be sure to follow any specific instructions provided.
7. Submit the form: Once you have completed and signed the pension beneficiary form, submit it to your pension provider. Follow their instructions on how to send the form, whether it's by mail, fax, or through an online submission portal.

Who needs a pension beneficiary form?

1. Employees with workplace pensions: Individuals who have workplace pensions, whether provided by their employer or through a retirement savings plan, will likely need to fill out a pension beneficiary form. This allows them to designate who will receive their pension benefits upon their death.
2. Individuals with personal pensions: Those who have personal retirement accounts or pensions that they set up independently may also require a pension beneficiary form. This ensures that their chosen beneficiaries receive the funds upon their passing.
3. Anyone with a pension plan: Generally, anyone who is enrolled in a pension plan, whether it's a defined benefit pension or defined contribution pension, should consider filling out a pension beneficiary form. This ensures that their pension benefits can be passed on to their loved ones according to their wishes.

Remember, it's essential to regularly review and update your pension beneficiary form to reflect any changes in your circumstances, such as marriage, divorce, the birth of children, or the passing of a beneficiary. Always consult with a financial advisor or the pension provider if you have any specific questions or concerns regarding your pension beneficiary form.

For pdfFiller’s FAQs

What is pension beneficiary form?

A pension beneficiary form is a document that designates who will receive a pension in the event of the pension holder's death.

Who is required to file pension beneficiary form?

Pension holders are required to file a pension beneficiary form to designate their beneficiaries.

How to fill out pension beneficiary form?

To fill out a pension beneficiary form, the pension holder needs to provide the personal information of the designated beneficiaries.

What is the purpose of pension beneficiary form?

The purpose of a pension beneficiary form is to ensure that the pension holder's benefits are distributed according to their wishes upon their death.

What information must be reported on pension beneficiary form?

The pension beneficiary form must include the names, addresses, and relationship to the pension holder of the designated beneficiaries.

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