Get the free BEFORE DESIGNATING ANY BENEFICIARIES, PLEASE READ THE INSTRUCTION SHEET

No. City State Work Telephone Number Zip Code OFFICIAL DATE OF RECEIPT First Name Home Telephone Number BEFORE DESIGNATING ANY BENEFICIARIES PLEASE READ THE INSTRUCTION SHEET This designation supersedes all previously filed designation of beneficiary selection filed under the Tax Deferred Annuity Program. In accordance with the rules and regulations governing the BERS Tax Deferred Annuity Program I hereby authorize BERS to cancel any previous beneficiary designation made by me with regard to...

How to fill out before designating any beneficiaries

How to fill out before designating any beneficiaries

1. Start by gathering all necessary documents and information such as your will, life insurance policies, retirement accounts, and other assets.
2. Make a list of all potential beneficiaries and their contact information.
3. Consult with a lawyer or financial advisor to understand the legal requirements and implications of designating beneficiaries.
4. Review and update your beneficiary designations regularly, especially after major life events like marriage, divorce, or the birth of a child.
5. Fill out the beneficiary designation forms provided by each institution or entity holding your assets.
6. Be specific and clear in identifying beneficiaries, using their full legal names and contact details.
7. Consider the percentage or share you wish to allocate to each beneficiary if multiple individuals or organizations are involved.
8. Sign and date the beneficiary designation forms, ensuring that they are witnessed or notarized if required.
9. Store copies of the completed forms in a secure location and inform your loved ones and executor of their existence.

Who needs before designating any beneficiaries?

1. Anyone who wants to ensure that their assets are distributed according to their wishes after they pass away.
2. Individuals with significant assets, including properties, investments, or valuable possessions.
3. Parents or guardians who want to designate beneficiaries for their children's well-being and financial security.
4. Those who want to avoid or minimize potential conflicts among family members or other potential beneficiaries.
5. People who want to optimize the tax implications and benefits for their beneficiaries.
6. Individuals who want to support charitable organizations or causes by designating them as beneficiaries.
7. Those who want to maintain privacy and avoid the probate process, which can be time-consuming and costly.
8. Anyone who wants to have control over who inherits their assets, rather than leaving it to state laws in case of intestate succession.

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