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CARS Print Form CITY OF FRESNO RETIREMENT SYSTEMS BENEFICIARY DESIGNATION FORM Fire & Police System RETURN COMPLETED FORM AND ALL REQUIRED ATTACHMENTS TO: City of Fresno Retirement Systems 2828 Fresno
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How to fill out beneficiary designation form
How to fill out beneficiary designation form:
01
Start by obtaining the beneficiary designation form from the appropriate financial institution or insurance company. This form is typically required for retirement accounts, life insurance policies, and other similar accounts.
02
Fill in your personal information accurately and completely. This may include your full name, address, social security number, date of birth, and any other required information.
03
Clearly identify the account or policy for which you are designating a beneficiary. Provide the necessary details such as the account number or policy number to ensure accuracy.
04
Indicate the primary beneficiary. This is the person or entity who will receive the funds or benefits upon your death.
05
If desired, designate contingent beneficiaries. These individuals or entities will receive the funds or benefits if the primary beneficiary predeceases you or is unable to receive the funds.
06
Provide the necessary information for each beneficiary, including their full name, relationship to you, social security number, and contact information.
07
Review the form thoroughly before signing. Make sure all information is accurate and complete.
08
Sign and date the form. Some forms may require a witness or notary signature, so ensure you comply with any additional requirements.
09
Keep a copy of the completed form for your records, and submit the original to the appropriate financial institution or insurance company.
Who needs beneficiary designation form:
01
Individuals who have retirement accounts, such as 401(k)s or IRAs, typically need a beneficiary designation form. This ensures that the funds from these accounts are distributed to the designated individuals upon the account holder's death.
02
Individuals who hold life insurance policies should also have a beneficiary designation form. This form ensures that the policy's death benefit is paid out to the designated beneficiaries.
03
Other financial accounts or policies, such as annuities or certain types of trusts, may also require a beneficiary designation form to determine who receives the assets or benefits upon the account holder's death.
It is important to consult with a financial advisor or estate planning professional to ensure that your beneficiary designation form is filled out correctly and aligns with your overall estate plan.
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What is beneficiary designation form?
The beneficiary designation form is a document that allows individuals to specify who will receive certain assets upon their death.
Who is required to file beneficiary designation form?
Anyone who has assets that require a beneficiary designation is required to file the form.
How to fill out beneficiary designation form?
To fill out the beneficiary designation form, you will need to provide your personal information, the name of the beneficiary, and the percentage of assets they will receive.
What is the purpose of beneficiary designation form?
The purpose of the beneficiary designation form is to ensure that your assets are distributed according to your wishes after your death.
What information must be reported on beneficiary designation form?
The beneficiary designation form must include your personal information, the name of the beneficiary, and the percentage of assets they will receive.
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