Get the free Form 1B: Beneficiary Designation - Pearl Public School District

Beneficiary Designation Form 1B Revised 07/01/2016 Please print or type in black ink. Completed form should be mailed or faxed to PEERS. See bottom of form for contact information. Member/Retiree

How to fill out form 1b beneficiary designation

How to fill out form 1b beneficiary designation

1. Read the instructions: Start by carefully reading the instructions provided with form 1b beneficiary designation.
2. Gather necessary information: Collect all the necessary information required to fill out the form, such as the beneficiary's name, address, and relationship to the account holder.
3. Section A: Fill out section A of the form, which includes providing the account holder's personal information, such as their name, address, and contact details.
4. Section B: Proceed to fill out section B, where you need to enter the beneficiary's details, including their name, address, and contact information.
5. Section C: Next, fill out section C, which requires you to specify the relationship between the account holder and beneficiary.
6. Section D: Provide the necessary information in section D, where you need to specify the percentage or amount of the account that will be designated to the beneficiary.
7. Signature: Finally, sign and date the form to validate your submission.
8. Review and submit: Before submitting the form, double-check all the information you have provided to ensure its accuracy. Once reviewed, submit the form as per the instructions provided.

Who needs form 1b beneficiary designation?

1. Individuals with financial accounts: Anyone who holds financial accounts, such as bank accounts, investment accounts, or retirement plans, may need to fill out form 1b beneficiary designation.
2. Account holders planning for beneficiaries: Those who want to designate specific beneficiaries to receive their account assets after their death will need to complete form 1b beneficiary designation.
3. Insurance policyholders: Individuals with insurance policies may also require form 1b beneficiary designation to allocate the policy benefits to their chosen beneficiaries.
4. Employer-sponsored benefit plans: Employees participating in employer-sponsored benefit plans, such as 401(k) or pension plans, may need to fill out form 1b beneficiary designation to determine their beneficiaries for these assets.

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What is form 1b beneficiary designation?

Form 1b beneficiary designation is a form used to designate beneficiaries for certain assets or accounts upon the death of the account holder.

Who is required to file form 1b beneficiary designation?

Individuals who have assets or accounts that require beneficiary designations are required to file form 1b beneficiary designation.

How to fill out form 1b beneficiary designation?

Form 1b beneficiary designation must be filled out by providing the required information about the account holder and the designated beneficiaries.

What is the purpose of form 1b beneficiary designation?

The purpose of form 1b beneficiary designation is to ensure that assets or accounts are distributed according to the wishes of the account holder upon their death.

What information must be reported on form 1b beneficiary designation?

Form 1b beneficiary designation requires information such as the account holder's name, date of birth, contact information, and the names and relationships of the designated beneficiaries.