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DESIGNATION OF RETIREMENT PLAN ELECTION Higher Education Employment Onstage OF CONNECTICUT OFFICE OF THE STATE COMPTROLLER RETIREMENT SERVICES DIVISIONCO931h Rev. 9/2017-Page 1 of 2General Instructions:

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How to fill out designation of retirement plan

01

Step 1: Gather all necessary information, including your personal details and retirement plan details such as plan name, account number, and beneficiary information.

02

Step 2: Read the instructions provided with the designation of retirement plan form carefully.

03

Step 3: Fill in your personal details accurately, including your full name, address, date of birth, and social security number.

04

Step 4: Provide the details of your retirement plan, such as the plan name, account number, and any specific instructions.

05

Step 5: Include the beneficiary information, including their full name, relationship to you, and their contact information.

06

Step 6: Double-check all the information you have filled out to ensure accuracy and completeness.

07

Step 7: Sign and date the designation of retirement plan form.

08

Step 8: Submit the filled-out form to the appropriate entity, such as your employer's HR department or the plan administrator.

09

Step 9: Keep a copy of the filled-out designation of retirement plan form for your records.

Who needs designation of retirement plan?

01

Anyone who has a retirement plan and wishes to specify beneficiaries or make specific designations for the distribution of their retirement plan assets upon their death should fill out a designation of retirement plan form.

02

This applies to individuals who have a 401(k), 403(b), IRA, pension plan, or any other type of retirement plan.

03

It is especially important for individuals who have significant assets in their retirement plans and want to ensure that their assets are distributed according to their wishes.

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What is designation of retirement plan?

The designation of retirement plan is a form that specifies the beneficiaries of a retirement account in case of the account holder's death.

Who is required to file designation of retirement plan?

Any individual who has a retirement account, such as a 401(k) or an IRA, is required to file a designation of retirement plan.

How to fill out designation of retirement plan?

The designation of retirement plan can typically be filled out online through the account provider's website or by completing a paper form and submitting it to the account provider.

What is the purpose of designation of retirement plan?

The purpose of the designation of retirement plan is to ensure that the account holder's assets are distributed according to their wishes in the event of their death.

What information must be reported on designation of retirement plan?

The designation of retirement plan typically requires the account holder to specify the name and relationship of the beneficiaries who will receive the assets in the account upon the account holder's death.

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