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Beneficiary formPrincipal Life Insurance Company Des Moines, IA 503069394Contract/Plan ID Number: Location: Retirement plan beneficiary designation without PSA requirements may designate your beneficiary

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What is retirement plan beneficiary designation?

Retirement plan beneficiary designation is the process of naming who will receive the benefits of a retirement account upon the account holder's passing.

Who is required to file retirement plan beneficiary designation?

Anyone who has a retirement plan account, such as a 401(k) or IRA, is required to file a beneficiary designation form.

How to fill out retirement plan beneficiary designation?

To fill out a retirement plan beneficiary designation, you will need to provide the name, relationship, and percentage allocation of each beneficiary.

What is the purpose of retirement plan beneficiary designation?

The purpose of retirement plan beneficiary designation is to ensure that upon the account holder's passing, their retirement savings will be distributed according to their wishes.

What information must be reported on retirement plan beneficiary designation?

Retirement plan beneficiary designation forms typically require you to report the full name, relationship to the account holder, and percentage allocation for each beneficiary.

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