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TEACHERS RETIREMENT SYSTEM 479 Versailles Road, Frankfort, KY 40601 PH: 8006181687 Active Members Only: Designation of Beneficiary for TRS Retirement Account Balance PLEASE READ THE INSTRUCTIONS ON
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How to fill out beneficiary change for active
How to fill out beneficiary change for active
01
Login to your account on the website
02
Go to the 'Beneficiary Change' section
03
Select the 'Active' option
04
Fill out the beneficiary change form with updated information
05
Review the form for accuracy
06
Submit the form electronically
07
Wait for confirmation of successful submission
08
Keep a copy of the submitted form for future reference
Who needs beneficiary change for active?
01
Individuals who have an existing active beneficiary but need to make changes to it
02
Employees who have experienced a major life event such as marriage, divorce, or the birth of a child and wish to update their beneficiary
03
People who have recently acquired new assets and want to designate beneficiaries for them
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What is beneficiary change for active?
Beneficiary change for active is a process of updating the designated beneficiary for an active account or policy.
Who is required to file beneficiary change for active?
The account holder or policy owner is required to file beneficiary change for active.
How to fill out beneficiary change for active?
To fill out beneficiary change for active, you need to complete the designated form provided by the financial institution or insurance company and submit it with the required documentation.
What is the purpose of beneficiary change for active?
The purpose of beneficiary change for active is to ensure that the correct individual or entity will receive the benefits of the account or policy in case of the account holder or policy owner's death.
What information must be reported on beneficiary change for active?
The information required on beneficiary change for active typically includes the full name, date of birth, relationship to the account holder or policy owner, and contact information of the new beneficiary.
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