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Get the free 403(b) Beneficiary distribution form - putnam.com

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FM317. 11/16 1 of 12. 403(b) Beneficiary distribution form. Return by mail: Putnam Investor Services, Inc. P. O. Box 8383 Boston, MA 02266-8383 Return by express delivery: Putnam Investor Services
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How to fill out 403b beneficiary distribution form

01
Get a copy of the 403b beneficiary distribution form from your employer or retirement plan administrator.
02
Read the instructions carefully to understand the requirements and options available for filling out the form.
03
Provide your personal information such as name, address, social security number, and contact details in the designated fields.
04
Indicate whether you are the primary beneficiary or a contingent beneficiary.
05
Specify the percentage or amount you wish to receive as a distribution from the 403b plan.
06
If you are a contingent beneficiary, provide the necessary information about the primary beneficiary.
07
If required, attach any supporting documents, such as proof of identification or relationship to the deceased participant.
08
Review the completed form to ensure all information is accurate and complete.
09
Sign and date the form before submitting it to your employer or retirement plan administrator.
10
Keep a copy of the filled-out form for your records.

Who needs 403b beneficiary distribution form?

01
Anyone who is named as a beneficiary of a 403b retirement plan account needs to fill out a 403b beneficiary distribution form. This form is required to specify how and when the beneficiary wants to receive distributions from the account after the death of the plan participant. It ensures that the beneficiary's wishes are carried out and facilitates the proper distribution of assets according to the plan's rules and regulations.
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403b beneficiary distribution form is a form that is used to request a distribution of funds from a 403b retirement account to a beneficiary upon the death of the account holder.
The designated beneficiary of a deceased 403b account holder is required to file the beneficiary distribution form.
To fill out the 403b beneficiary distribution form, the beneficiary will need to provide personal information, details of the deceased account holder, and instructions on how they would like to receive the distribution.
The purpose of the 403b beneficiary distribution form is to ensure that the funds in the deceased account holder's 403b account are distributed according to their wishes and in compliance with IRS regulations.
The 403b beneficiary distribution form requires information such as the beneficiary's name, address, social security number, relationship to the deceased, details of the 403b account, and the distribution options chosen.
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