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Beneficiary Designation Form (Defined Benefit Plan) Instructions: Complete Section I. Under the Plan, if you die, a qualified retirement survivor annuity (a PSA) may become payable to your surviving
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Beneficiary designation form is a legal document that allows an individual to specify who will receive their assets upon their death.
Any individual who has assets that they wish to pass on to a specific person or entity upon their death is required to file a beneficiary designation form.
To fill out a beneficiary designation form, an individual must provide their personal information, specify the assets they wish to designate, and list the beneficiaries and their relationship to the individual.
The purpose of a beneficiary designation form is to ensure that an individual's assets are distributed according to their wishes upon their death.
The beneficiary designation form must include the individual's personal information, details of the assets being designated, and the names and relationships of the beneficiaries.
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