Get the free Plan Spousal Consent to Non-Spouse Beneficiary Designation Form

BBT CORPORATION 401(k) SAVINGS PLAN SPOUSAL CONSENT TO NON-SPOUSE BENEFICIARY DESIGNATION FORM SECTION 1: EMPLOYEE INFORMATION NAME: (First) (MI) (Last) SSN: DAYTIME PHONE: MARITAL STATUS: ? Married

How to fill out plan spousal consent to

How to fill out plan spousal consent form:

1. Obtain the plan spousal consent form from your retirement plan administrator or download it from their website.
2. Fill in your personal information, including your name, address, and social security number.
3. Provide the same personal information for your spouse, including their name, address, and social security number.
4. Indicate the specific plan for which you are seeking spousal consent. Include the plan name, account number, and any other relevant details.
5. Review the language of the consent form carefully. Ensure that you understand the implications and consequences of granting spousal consent.
6. Sign and date the form to confirm your consent.
7. If required, have your spouse also sign and date the form to provide their consent.
8. Submit the completed form to your retirement plan administrator. Keep a copy for your records.

Who needs plan spousal consent to?

1. Individuals who are participating in a retirement plan that requires spousal consent.
2. Those who wish to make certain changes to their retirement plan, such as taking out a loan or making a withdrawal, that necessitate spousal consent.
3. People who want to name a beneficiary other than their spouse for their retirement plan assets may also need spousal consent, depending on the plan's rules and regulations.

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What is plan spousal consent to?

Plan spousal consent is a requirement for some retirement plans for a participant to designate someone other than their spouse as a beneficiary.

Who is required to file plan spousal consent to?

Participants who wish to designate someone other than their spouse as a beneficiary in their retirement plan are required to file plan spousal consent.

How to fill out plan spousal consent to?

Plan spousal consent forms can typically be filled out and submitted online through the retirement plan provider's website or by contacting the plan administrator.

What is the purpose of plan spousal consent to?

The purpose of plan spousal consent is to ensure that a participant's spouse is aware of and consents to the designation of another individual as a beneficiary in the retirement plan.

What information must be reported on plan spousal consent to?

Plan spousal consent typically requires the participant to provide personal information, the beneficiary's information, and a signature from both the participant and their spouse.