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Principal Funds PO Box 8024 Boston, MA 022668024 Overnight Mail: 30 Dan Road Canton, MA 020212809 8002225852 PrincipalFunds. Retirement Plan Beneficiary Form 1. Use this form to establish, and take
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What is retirement plan beneficiary form?
The retirement plan beneficiary form is a document that designates who will receive the assets of a retirement account upon the account holder's death.
Who is required to file retirement plan beneficiary form?
Anyone who has a retirement plan account should fill out a beneficiary form to ensure that their assets are distributed according to their wishes.
How to fill out retirement plan beneficiary form?
To fill out a retirement plan beneficiary form, you typically need to provide information about yourself as the account holder, as well as details about the individual(s) you want to designate as beneficiaries.
What is the purpose of retirement plan beneficiary form?
The purpose of the retirement plan beneficiary form is to ensure that your retirement account assets are distributed according to your wishes and avoid any confusion or disputes among family members.
What information must be reported on retirement plan beneficiary form?
The beneficiary form usually requires you to provide the name, relationship, date of birth, and contact information of the individual(s) you want to designate as beneficiaries.
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