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Qualified Plan Beneficiary Designation / Change Form. Page 2 of 2. P. O. Box 8963, Wilmington, DE 19899 – 8963 Phones: 800-209-9010 FAX: 302-999-9554
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How to fill out qualified plan beneficiary designation
How to fill out qualified plan beneficiary designation
01
Gather all the necessary information about your qualified plan, including the plan documents.
02
Contact the plan administrator or financial institution where your qualified plan is held to obtain the beneficiary designation form.
03
Read the instructions on the form carefully and fill out your personal information, such as your name, address, and Social Security number.
04
Specify the percentage or amount of your plan assets that you want to designate to each beneficiary.
05
Provide the full legal name, relationship, and contact information of each beneficiary.
06
Sign and date the form, and make a copy for your records.
07
Submit the completed form to the plan administrator or financial institution according to their instructions.
08
Review and update your beneficiary designation periodically, especially after major life events such as marriage, divorce, or the birth of a child.
Who needs qualified plan beneficiary designation?
01
Anyone who has a qualified plan, such as a 401(k), 403(b), or IRA, should consider filling out a beneficiary designation.
02
It ensures that your plan assets are distributed according to your wishes after your death.
03
Without a beneficiary designation, your plan assets may be subject to distribution rules defined by the plan document or state laws, which may not align with your intentions.
04
Having a beneficiary designation also helps to avoid probate and ensures a faster and smoother transfer of assets to your chosen beneficiaries.
05
If you have a spouse, designating them as the primary beneficiary may offer tax benefits, such as potential spousal rollover options.
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What is qualified plan beneficiary designation?
Qualified plan beneficiary designation is the process by which an individual names the person or persons who will receive the assets in their qualified retirement account upon their death.
Who is required to file qualified plan beneficiary designation?
Anyone who has a qualified retirement account, such as a 401(k) or IRA, is required to file a beneficiary designation form.
How to fill out qualified plan beneficiary designation?
To fill out a qualified plan beneficiary designation, an individual must obtain the necessary form from their retirement account provider and follow the instructions provided.
What is the purpose of qualified plan beneficiary designation?
The purpose of qualified plan beneficiary designation is to ensure that the assets in a retirement account are distributed according to the account holder's wishes upon their death.
What information must be reported on qualified plan beneficiary designation?
The beneficiary designation form typically requires the full name, date of birth, Social Security number, and relationship to the account holder of the designated beneficiaries.
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