Get the free Retiree Change of Beneficiary Designation Form - cccera

Form Retiree Change of Beneficiary Designation 206 (Rev. 2013) Purpose of the Form Use this form to designate beneficiaries to receive your CCC ERA Lump Sum or Return of Contributions death benefits.

How to fill out retiree change of beneficiary

How to fill out retiree change of beneficiary:

1. Obtain the necessary forms: Contact your retirement plan administrator or human resources department to request the retiree change of beneficiary form. They will provide you with the specific form that needs to be completed.
2. Fill in your personal information: The form will typically require you to provide your full name, address, date of birth, and social security number. Make sure to accurately fill in all the required information.
3. Choose your new beneficiary: Indicate the name and contact information of the person(s) you want to designate as your new beneficiary. This can be a family member, spouse, child, or any other individual you wish to receive your retirement benefits upon your passing.
4. Specify the percentage allocation: If you have multiple beneficiaries, you may need to allocate a specific percentage of your retirement benefits to each individual. Ensure that the total allocation adds up to 100%.
5. Review and sign the form: Carefully review all the information you have provided on the form to avoid any errors or omissions. Once you are satisfied, sign the form and date it accordingly.
6. Submit the form: Return the completed form to the designated department or individual specified by your retirement plan administrator. Make sure to follow any instructions they provide regarding submission.

Who needs retiree change of beneficiary:

1. Retirees with existing beneficiaries: If you already have designated beneficiaries for your retirement benefits, but wish to make changes to your choices, you will need to fill out a retiree change of beneficiary form.
2. Retirees without existing beneficiaries: Even if you have not designated any beneficiaries previously, it is still advisable to fill out a retiree change of beneficiary form to ensure that your desired individuals are appropriately named. This form allows you to declare who should receive your retirement benefits in the event of your death.
3. Individuals going through life changes: Significant life events, such as a marriage, divorce, birth of a child, or the passing of a loved one, may prompt you to update your beneficiaries. By completing a retiree change of beneficiary form, you can ensure that your retirement benefits reflect your current circumstances.

For pdfFiller’s FAQs

What is retiree change of beneficiary?

Retiree change of beneficiary is a form used to update the designated beneficiary of a retiree's benefits in case of any changes or updates.

Who is required to file retiree change of beneficiary?

Retirees who wish to update the designated beneficiary of their benefits are required to file the retiree change of beneficiary form.

How to fill out retiree change of beneficiary?

Retirees can fill out the retiree change of beneficiary form by providing all required information about the new designated beneficiary and signing the form.

What is the purpose of retiree change of beneficiary?

The purpose of retiree change of beneficiary is to ensure that retirees have updated and accurate information about who will receive their benefits in the event of their passing.

What information must be reported on retiree change of beneficiary?

Retirees must report the full name, relationship, date of birth, and contact information of the new designated beneficiary on the retiree change of beneficiary form.

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