Get the free icma beneficiary designation form - City of St. Helena

BENEFICIARY DESIGNATION FORM instructions Use this form if your beneficiary designation requires spousal consent. Otherwise, please use Account Access (www.icmarc.org) to make a quick and secure beneficiary designation.

How to fill out icma beneficiary designation form

How to fill out icma beneficiary designation form

1. Start by obtaining a copy of the ICMA beneficiary designation form. This form can typically be found on the ICMA website or by contacting ICMA directly.
2. Read the instructions carefully and gather all the necessary information and documentation that you will need to complete the form. This may include personal information about the beneficiary, such as their full name, contact information, and social security number.
3. Begin filling out the form by providing your own personal information as the account owner. This usually includes your name, address, and ICMA account number.
4. Next, specify the type of account for which you are designating a beneficiary. This could be a retirement account, insurance policy, or other types of investments.
5. Provide the beneficiary's details, including their full name, relationship to you, and their contact information. Make sure to double-check all the information for accuracy.
6. If there are multiple beneficiaries, indicate their respective shares or percentages in the designated area.
7. Review the completed form thoroughly to ensure that there are no mistakes or omissions. It may be helpful to have a legal professional review the form before submission.
8. Sign and date the form where indicated and retain a copy for your own records.
9. Submit the completed form to ICMA by following their preferred submission method, whether it be online, through mail, or in person.
10. It is recommended to regularly review and update your beneficiary designation form to reflect any changes in your circumstances or preferences.

Who needs icma beneficiary designation form?

1. Employees who have ICMA retirement accounts may need to fill out an ICMA beneficiary designation form to designate who will inherit their account assets in the event of their death.
2. Individuals who have ICMA insurance policies or other investments tied to ICMA may also need to complete this form if they want to specify beneficiaries for those assets.
3. It is important for anyone who wants to have control over the distribution of their ICMA account assets after their death to fill out this form. By designating beneficiaries, individuals can ensure that their assets are distributed according to their wishes and potentially avoid legal complications or disputes.
4. It is advisable to consult with a financial advisor or estate planning attorney to understand the implications and benefits of completing an ICMA beneficiary designation form.

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