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THE MINNESOTA STATE DEFERRED COMPENSATION PLAN BENEFICIARY DESIGNATION REQUEST 457 Plan EMPLOYER NAME PAYROLL CENTER PLAN NUMBER 98995-01 PARTICIPANT INFORMATION / Last Name / First Name Mo / () (Home
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How to fill out 457 plan beneficiary designation
How to fill out 457 plan beneficiary designation:
01
Obtain the necessary forms: Contact your plan administrator or visit their website to obtain the beneficiary designation forms for your 457 plan. These forms may also be referred to as "Beneficiary Designation Forms."
02
Provide personal information: Fill out the required personal information section on the form. This typically includes your full name, Social Security number, date of birth, and contact information. Make sure to provide accurate and up-to-date information to avoid any issues in the future.
03
Choose primary and contingent beneficiaries: Decide who will be the primary beneficiaries of your 457 plan. Primary beneficiaries are the individuals who will receive the plan's assets upon your death. You can choose multiple primary beneficiaries and specify the percentage of assets each should receive.
04
Consider contingent beneficiaries: Contingent beneficiaries are the individuals who will receive the plan's assets if the primary beneficiaries are unable to. It is recommended to designate contingent beneficiaries to ensure the assets pass on according to your wishes.
05
Provide beneficiary information: Fill in the required details for each primary and contingent beneficiary. This typically includes their full name, relationship to you, Social Security number, and contact information. Ensure the information is accurate and updated.
06
Specify the distribution method: Some 457 plans may offer various distribution options, such as lump-sum or installment payments. Indicate your preferred distribution method for each beneficiary. If no option is provided, the plan administrator will follow default procedures.
07
Signature and date: Sign and date the beneficiary designation form to confirm its validity. Some forms may require witnesses or a notary public for additional authentication. Follow the instructions provided by your plan administrator.
Who needs 457 plan beneficiary designation:
Anyone who has a 457 plan should consider completing a beneficiary designation form. It ensures that in the event of your death, the assets in your plan are distributed to the individuals you choose, according to your wishes. Even if you don't currently have any specific beneficiaries in mind, it is recommended to fill out the form to avoid potential complications and ensure the smooth transfer of assets. Life circumstances can change, so it's important to review and update your beneficiary designation periodically.
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What is 457 plan beneficiary designation?
457 plan beneficiary designation is a form that allows a participant in a 457 plan to specify who will receive the plan assets upon the participant's death.
Who is required to file 457 plan beneficiary designation?
All participants in a 457 plan are required to file beneficiary designation forms.
How to fill out 457 plan beneficiary designation?
Participants can fill out the beneficiary designation form provided by the plan administrator, usually by listing the name(s) and relationship(s) of the designated beneficiaries.
What is the purpose of 457 plan beneficiary designation?
The purpose of 457 plan beneficiary designation is to ensure that the participant's assets are distributed according to their wishes upon their death.
What information must be reported on 457 plan beneficiary designation?
The beneficiary designation form typically requires the names, dates of birth, and relationship to the participant of the designated beneficiaries.
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