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Member/Retiree Beneficiary Designation PO Box 48380 Olympia, WA 98504-8380 w www.drs.wa.gov Toll Free: 1-800-547-6657 w Olympia Area: 360-664-7000 w TTY: 360-586-5450 Clear Form Important: Please

How to fill out memberretiree beneficiary designation

How to fill out memberretiree beneficiary designation:

1. Obtain the necessary forms: Contact your retirement plan administrator or human resources department to request the memberretiree beneficiary designation form. They will provide you with the necessary paperwork.
2. Review the instructions: Carefully read through the instructions provided with the form. This will ensure that you understand the purpose and requirements of the memberretiree beneficiary designation.
3. Provide personal information: Fill in your personal information accurately. This may include your full name, date of birth, social security number, and contact details. Make sure to double-check the information for accuracy.
4. Designate beneficiaries: Indicate the individuals or organizations that you wish to designate as your beneficiaries. This can include your spouse, children, family members, or charitable organizations. It is important to provide their full names and relationship to you.
5. Specify the percentage of distribution: If you have multiple beneficiaries, you may need to specify the percentage of distribution for each individual or organization. Ensure that the total percentage adds up to 100%.
6. Review and sign: Carefully review all the information you have provided and make any necessary corrections. Once you are satisfied with the accuracy of the form, sign and date it.
7. Submit the form: Return the completed memberretiree beneficiary designation form to the appropriate party. Follow the instructions provided to ensure that your form is submitted correctly and recorded by the retirement plan administrator.

Who needs memberretiree beneficiary designation?

1. Employees with retirement plans: Anyone who is enrolled in a retirement plan, such as a 401(k) or pension plan, should consider completing a memberretiree beneficiary designation form. This form allows individuals to specify who should receive their retirement benefits in the event of their death.
2. Retirees: Individuals who have retired but are still receiving retirement benefits should also complete a memberretiree beneficiary designation form. This ensures that their chosen beneficiaries will receive the remaining benefits upon their passing.
3. Those with life insurance policies: If you have a life insurance policy through your employer or privately purchased, completing a memberretiree beneficiary designation form is essential. It ensures that the life insurance proceeds will be distributed according to your wishes after your death.
4. Individuals with significant assets: If you have significant assets and want to ensure that they are distributed to specific individuals or organizations after your death, completing a memberretiree beneficiary designation form is important. This can help avoid potential disputes or confusion regarding the distribution of your assets.

Note: It is important to regularly review and update your memberretiree beneficiary designation form whenever significant life changes occur, such as marriage, divorce, the birth of a child, or the death of a beneficiary.

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What is memberretiree beneficiary designation?

Memberretiree beneficiary designation is a form where a retiree can specify who will receive their pension benefits upon their death.

Who is required to file memberretiree beneficiary designation?

All retirees or members of a pension plan are required to file memberretiree beneficiary designation.

How to fill out memberretiree beneficiary designation?

To fill out memberretiree beneficiary designation, retirees must provide the necessary personal information and specify the beneficiary/beneficiaries who will receive their pension benefits.

What is the purpose of memberretiree beneficiary designation?

The purpose of memberretiree beneficiary designation is to ensure that the retiree's pension benefits are distributed according to their wishes upon their death.

What information must be reported on memberretiree beneficiary designation?

The memberretiree beneficiary designation form typically requires personal information such as full name, address, date of birth, social security number, and details of the beneficiary/beneficiaries.