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DESIGNATION OF BENEFICIARY INSTRUCTIONS
HYBRID DEFINED CONTRIBUTION PLANS
Please provide all the requested information for each designated
beneficiary, including the date of birth and Social Security
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What is designation of beneficiary instructions?
Designation of beneficiary instructions is a legal document that specifies who will receive benefits from a particular account or policy upon the account holder's death.
Who is required to file designation of beneficiary instructions?
Account holders or policyholders are required to file designation of beneficiary instructions.
How to fill out designation of beneficiary instructions?
Designation of beneficiary instructions can typically be filled out by providing the beneficiary's name, relationship to the account holder, and percentage of benefits they are to receive.
What is the purpose of designation of beneficiary instructions?
The purpose of designation of beneficiary instructions is to ensure that benefits are distributed according to the account holder's wishes upon their death.
What information must be reported on designation of beneficiary instructions?
Designation of beneficiary instructions must include the beneficiary's name, relationship to the account holder, and percentage of benefits they are to receive.
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