Get the free City of Tacoma Beneficiary Designation Form - cms cityoftacoma

City of Tacoma Employees' Retirement System (TERM) Office: (253) 502-8200 Fax: (253) 502-8660 TH 3628 S. 35 St., Tacoma, WA 98409 P.O. Box 11007, Tacoma, WA 98411-0007 Beneficiary Designation Form

How to fill out city of tacoma beneficiary

How to fill out City of Tacoma beneficiary:

1. First, gather all the necessary information and documents. This may include the policy or contract information, full name and contact details of the beneficiary, and any other relevant information.
2. Next, carefully review the beneficiary designation form provided by the City of Tacoma. Make sure you understand all the instructions and requirements stated on the form.
3. Fill in the required information accurately and clearly. Provide the full legal name of the beneficiary, along with their relationship to the policyholder if applicable.
4. Double-check all the details you have entered on the form to ensure there are no errors or missing information. Accuracy is crucial to avoid any complications or delays in the future.
5. Once you have completed the form, sign and date it as required. Additionally, if there are any witnesses or notary requirements specified, make sure to fulfill those as well.
6. Finally, submit the filled-out beneficiary designation form to the designated department or office of the City of Tacoma. Follow their instructions regarding the submission process, which may involve mailing the form or delivering it in person.

Who needs City of Tacoma beneficiary?

1. Individuals who have policies or contracts with the City of Tacoma that offer a beneficiary designation option will need to fill out the beneficiary form. This could include life insurance policies, retirement accounts, or any other coverage provided by the City of Tacoma.
2. Policyholders or contract holders who want to ensure that their designated beneficiaries receive the benefits in case of their death or incapacity should consider designating a City of Tacoma beneficiary.
3. Executors or administrators of estates may also need to be aware of the City of Tacoma beneficiary designation if it is applicable to the assets or policies included in the estate.

It is important to consult with the City of Tacoma or seek professional advice if you have any doubts or specific questions regarding the beneficiary designation process.

For pdfFiller’s FAQs

What is city of tacoma beneficiary?

The City of Tacoma beneficiary is a designation made by an individual or entity to receive certain benefits or assets from their estate or a trust in the city of Tacoma.

Who is required to file city of tacoma beneficiary?

Any individual or entity who wants to designate a beneficiary in the city of Tacoma must file the necessary paperwork.

How to fill out city of tacoma beneficiary?

To fill out the city of Tacoma beneficiary form, you must provide all required information such as the name and contact information of the beneficiary, the specific benefits or assets they are entitled to, and any conditions or restrictions.

What is the purpose of city of tacoma beneficiary?

The purpose of the city of Tacoma beneficiary designation is to ensure that assets or benefits are distributed according to the wishes of the individual or entity making the designation.

What information must be reported on city of tacoma beneficiary?

The information that must be reported on the city of Tacoma beneficiary form includes the name and contact information of the beneficiary, the specific benefits or assets they are entitled to, and any conditions or restrictions.

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