Get the free 457b Beneficiary Designation Form. Retirement - greenwichct

Name: Fillable Online greenwichct 457b Beneficiary Designation Form. Retirement - greenwichct Fax Email Print - pdfFiller
Brand: pdfFiller
Rating: 4.3 (39 reviews)

Get Form

Show details

You can also name contingent beneficiaries. Contingent beneficiaries receive your assets if there is no living primary beneficiary. Note: Some retirement accounts or plans may require spousal consent

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign 457b beneficiary designation form

Edit your 457b beneficiary designation form form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your 457b beneficiary designation form form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit 457b beneficiary designation form online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

To use our professional PDF editor, follow these steps:

1

Set up an account. If you are a new user, click Start Free Trial and establish a profile.

2

Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.

3

Edit 457b beneficiary designation form. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.

4

Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.

With pdfFiller, it's always easy to work with documents.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.

Learn more about security & compliance

How to fill out 457b beneficiary designation form

01

Read the instructions carefully: Start by thoroughly reading the instructions provided with the 457b beneficiary designation form.

02

Gather necessary information: Collect the required information such as beneficiary's full name, address, Social Security number, date of birth, and relationship to the account owner.

03

Fill out the personal information: Write the account owner's personal information, including their name, Social Security number, contact details, and account number.

04

Specify primary and contingent beneficiaries: Clearly state the primary beneficiary, who will receive the funds upon the account owner's death. Additionally, list contingent beneficiaries, who will inherit the funds if the primary beneficiary is unable to.

05

Provide the percentage allocation: Allocate the percentage of the account balance that each beneficiary will receive. Make sure the total allocation equals 100%.

06

Review and sign the form: Double-check all the information provided, ensuring accuracy and completeness. Once done, sign and date the form.

07

Submit the form: Deliver the completed form to the respective authority, such as the employer or plan administrator. Retain a copy for your records.

Who needs 457b beneficiary designation form?

01

Employees participating in a 457b retirement plan need to complete the beneficiary designation form.

02

Anyone who wishes to designate a specific person or entity to receive the funds in their 457b account in case of their death should utilize this form.

03

Individuals who want to ensure their assets are passed on to their chosen beneficiaries as per their wishes should fill out the 457b beneficiary designation form.

Fill form : Try Risk Free

Rate the form

4.3

Satisfied

39 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Can I create an electronic signature for signing my 457b beneficiary designation form in Gmail?

With pdfFiller's add-on, you may upload, type, or draw a signature in Gmail. You can eSign your 457b beneficiary designation form and other papers directly in your mailbox with pdfFiller. To preserve signed papers and your personal signatures, create an account.

How do I complete 457b beneficiary designation form on an iOS device?

pdfFiller has an iOS app that lets you fill out documents on your phone. A subscription to the service means you can make an account or log in to one you already have. As soon as the registration process is done, upload your 457b beneficiary designation form. You can now use pdfFiller's more advanced features, like adding fillable fields and eSigning documents, as well as accessing them from any device, no matter where you are in the world.

How do I edit 457b beneficiary designation form on an Android device?

Yes, you can. With the pdfFiller mobile app for Android, you can edit, sign, and share 457b beneficiary designation form on your mobile device from any location; only an internet connection is needed. Get the app and start to streamline your document workflow from anywhere.

What is 457b beneficiary designation form?

The 457b beneficiary designation form is a document that allows an employee to specify who will receive their retirement account funds in the event of their death.

Who is required to file 457b beneficiary designation form?

Employees who are enrolled in a 457b retirement plan are required to file a beneficiary designation form.

How to fill out 457b beneficiary designation form?

To fill out the 457b beneficiary designation form, an employee must provide the name, address, and relationship of the beneficiary.

What is the purpose of 457b beneficiary designation form?

The purpose of the 457b beneficiary designation form is to ensure that an employee's retirement account funds are distributed according to their wishes in the event of their death.

What information must be reported on 457b beneficiary designation form?

The 457b beneficiary designation form must include the name, address, and relationship of the designated beneficiary.

Fill out your 457b beneficiary designation form online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now