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Toll Free: 1-800-962-4238 www.pensco.com SOLO(K) BENEFICIARY DESIGNATION THE ORIGINAL OF THIS FORM MUST BE KEPT BY THE EMPLOYER. PLEASE SUBMIT A COPY TO PEN SCO. Please complete the information below
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How to fill out beneficiary designation - pensco
How to fill out beneficiary designation - pensco:
01
Begin by obtaining the necessary forms from PenSCO, either online or by requesting them through their customer service.
02
Fill out the required personal information sections, which may include your name, address, social security number, and account number.
03
Clearly indicate the type of account you are designating a beneficiary for, whether it is an individual retirement account (IRA) or a self-directed brokerage account.
04
Provide the full name, address, and social security number or tax identification number of each designated beneficiary. Include their relationship to you, such as spouse, child, or sibling.
05
Specify the percentage or share of the account that each beneficiary should receive upon your death. This will determine how the assets are distributed among multiple beneficiaries.
06
If you want to include contingent beneficiaries, provide their information as well. Contingent beneficiaries will inherit your assets only if the primary beneficiaries predecease you.
07
Review the completed beneficiary designation form carefully for accuracy and make any necessary corrections before submitting it to PenSCO.
08
Sign and date the form as required. Some forms may require notarization, so be sure to follow the instructions provided.
09
Keep a copy of the completed form for your records, and consider providing a copy to your designated beneficiaries or your estate planning attorney.
Who needs beneficiary designation - pensco:
01
Individuals who have a PenSCO account, particularly those with self-directed IRAs or brokerage accounts, should complete a beneficiary designation form.
02
People who want to ensure the seamless transfer of their PenSCO account assets to their chosen beneficiaries upon their death should have a beneficiary designation on file.
03
It is especially crucial for those who want to designate specific individuals or entities as beneficiaries, rather than allowing their assets to pass through their estate or intestate laws.
Remember, it is important to review and update your beneficiary designation forms periodically, especially after significant life events such as marriage, divorce, or the birth of a child. Consulting with an estate planning professional might be beneficial in order to ensure your beneficiary designations align with your overall estate plan.
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What is beneficiary designation - pensco?
Beneficiary designation - pensco is a form that allows an account holder to specify who will receive the funds in their account upon their death.
Who is required to file beneficiary designation - pensco?
Anyone who has an account with pensco and wants to specify who will receive the funds in the account upon their death is required to file beneficiary designation.
How to fill out beneficiary designation - pensco?
Beneficiary designation - pensco can be filled out online through the pensco website or by contacting their customer service team for assistance.
What is the purpose of beneficiary designation - pensco?
The purpose of beneficiary designation - pensco is to ensure that the account holder's funds are distributed according to their wishes upon their death.
What information must be reported on beneficiary designation - pensco?
Beneficiary designation - pensco typically requires the full name, date of birth, and relationship to the account holder of the beneficiary.
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