Get the free EMSRS Pre-Retirement Beneficiary Form.indd - West Virginia ...

State of West Virginia Consolidated Public Retirement Board Internet Form (Signature in Blue Ink Only) 4101 Markle Avenue SE, Charleston, West Virginia 25304-1636 Telephone: 304-558-3570 or 800-654-4406

How to fill out emsrs pre-retirement beneficiary formindd

How to fill out EMSRS pre-retirement beneficiary formindd:

1. Obtain the form: You can request the EMSRS pre-retirement beneficiary formindd from your employer or the relevant retirement services department.
2. Provide personal information: Fill out your full name, date of birth, social security number, and contact details as requested on the form.
3. Choose your beneficiaries: Identify the beneficiaries who will receive your retirement benefits in the event of your death. Include their full names, relationship to you, and their contact information.
4. Specify the distribution percentages: Indicate the percentage of your retirement benefits that each beneficiary will receive. Ensure the total distribution equals 100%.
5. Nominate contingent beneficiaries: In case the primary beneficiaries predecease you, you may want to name contingent beneficiaries. Provide their details as requested on the form.
6. Review and sign: Carefully review the completed form to ensure accuracy. Once you are satisfied, sign and date the form.
7. Submit the form: Return the completed form to the appropriate department or individual as instructed by your employer or retirement plan administrator.

Who needs EMSRS pre-retirement beneficiary formindd?

1. Employees preparing for retirement: If you are an employee who is nearing retirement and is covered by the EMSRS retirement plan, you will likely need to fill out the EMSRS pre-retirement beneficiary formindd. This form allows you to designate who will receive your retirement benefits in the event of your death after you retire.
2. Participants in the EMSRS retirement plan: Anyone enrolled in the EMSRS retirement plan may need to complete this form if they want to ensure that their retirement benefits are distributed according to their wishes after they pass away. It offers participants the opportunity to choose who will inherit the funds remaining in their retirement account.
3. Those who want to update their beneficiary information: If you have already filled out a beneficiary form in the past but wish to make changes to the designated beneficiaries or the distribution percentages, you will need to complete a new EMSRS pre-retirement beneficiary formindd and submit it to the appropriate authorities.

For pdfFiller’s FAQs

What is emsrs pre-retirement beneficiary formindd?

The emsrs pre-retirement beneficiary formindd is a form used to designate a beneficiary to receive retirement benefits in case of the member's death before retirement.

Who is required to file emsrs pre-retirement beneficiary formindd?

All EMSRS members who are approaching retirement age are required to file the emsrs pre-retirement beneficiary formindd to ensure their benefits are distributed according to their wishes.

How to fill out emsrs pre-retirement beneficiary formindd?

EMSRS members can fill out the emsrs pre-retirement beneficiary formindd by providing their personal information, the name of the designated beneficiary, and the percentage of benefits they wish to allocate.

What is the purpose of emsrs pre-retirement beneficiary formindd?

The purpose of the emsrs pre-retirement beneficiary formindd is to ensure that retirement benefits are distributed according to the member's wishes in case of their death before retirement.

What information must be reported on emsrs pre-retirement beneficiary formindd?

The emsrs pre-retirement beneficiary formindd requires information such as the member's personal details, the designated beneficiary's name, and the percentage of benefits to be allocated.

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