Get the free CalPers-457 Beneficiary Designation Form - enterprises csus

Callers Supplemental Income 457 Plan BENEFICIARY DESIGNATION FORM 1. INSTRUCTIONS In the event of your death, your 457 account will be paid to the primary beneficiary(IES) you name below. You may

How to fill out calpers-457 beneficiary designation form

How to fill out calpers-457 beneficiary designation form:

1. Download the calpers-457 beneficiary designation form from the official CalPERS website or obtain a physical copy from your employer or CalPERS representative.
2. Begin by providing your personal information such as your full name, date of birth, social security number, and contact information in the designated fields.
3. Specify the type of beneficiary designation you are making by selecting either primary beneficiary or contingent beneficiary.
4. If you are designating multiple primary or contingent beneficiaries, provide their full names, dates of birth, social security numbers, and contact information.
5. Indicate the percentage or share of the benefit each primary or contingent beneficiary should receive. Ensure that the total percentage or shares add up to 100%.
6. If you want to establish a trust as a beneficiary, include the trust's legal name, tax identification number, and contact information.
7. Sign and date the form, certifying that the information provided is accurate to the best of your knowledge.
8. If required, have your signature witnessed or notarized according to the instructions provided on the form.
9. Make a copy of the completed form for your records and submit the original to the appropriate entity as specified on the form.

Who needs calpers-457 beneficiary designation form?

1. Employees who are enrolled in the CalPERS 457 retirement plan and wish to designate one or more beneficiaries to receive their retirement benefits upon their death.
2. Individuals who want to update or change their previously designated beneficiaries.
3. CalPERS 457 retirement plan participants who do not have any beneficiaries designated and want to ensure their retirement benefits are allocated according to their wishes.

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