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MFS 403(b) CUSTODIAL ACCOUNT DISTRIBUTION AUTHORIZATION FOR SPOUSE BENEFICIARIES Instructions: For total distribution, complete Sections 1, 2, 3, 6, 7, and 8. For direct rollovers to an IRA or eligible Retirement

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How to fill out spouse beneficiaries

01

Begin by gathering all necessary documents, including your spouse's personal information, such as their full name, date of birth, and social security number.

02

Obtain the necessary legal forms required to designate your spouse as a beneficiary. These forms can typically be found on your employer's website or obtained directly from your benefits administrator.

03

Read the instructions carefully and complete all sections of the form accurately. This may include providing information about any other beneficiaries, indicating the percentage or amount of the benefit to be allocated to your spouse, and providing your own personal information as the policyholder or account holder.

04

Review the completed form to ensure all information is correct and legible. Double-check the spelling of your spouse's name, their social security number, and any other details provided.

05

Sign and date the form, following any additional requirements or instructions outlined on the form itself.

06

Make copies of the completed form for your records and submit the original to the appropriate entity, such as your employer's benefits department or the financial institution managing your account.

07

Keep a copy of the submitted form for your own records, along with any other important documents related to your spouse's beneficiaries.

08

Review and update your spouse beneficiaries as needed, particularly after major life events such as marriage, divorce, or the birth of children.

Who needs spouse beneficiaries?

01

Anyone who has a spouse and wishes to ensure that their spouse receives certain benefits or assets upon their death should consider designating them as a beneficiary. This is particularly important for individuals who have life insurance policies, retirement accounts, investment accounts, or other financial assets that allow for beneficiary designations. By designating your spouse as a beneficiary, you can help ensure that they are financially supported and provided for in the event of your passing.

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What is spouse beneficiaries?

Spouse beneficiaries refer to individuals who are designated to receive assets or benefits from a person's estate or retirement accounts upon their death.

Who is required to file spouse beneficiaries?

Individuals who designate their spouse as a beneficiary in their estate planning documents or retirement accounts are required to file spouse beneficiaries.

How to fill out spouse beneficiaries?

To fill out spouse beneficiaries, individuals need to provide the necessary information about their spouse, such as their full name, date of birth, and relationship to the individual.

What is the purpose of spouse beneficiaries?

The purpose of spouse beneficiaries is to ensure that assets or benefits are transferred to the designated spouse in the event of the individual's death.

What information must be reported on spouse beneficiaries?

Information that must be reported on spouse beneficiaries includes the spouse's full name, date of birth, relationship to the individual, and any other relevant details.

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