Get the free 403(b) Beneficiary Designation Form - The Supplemental State of ...

367 30 Scranton Office Park Scranton, PA 185071789Instructions For Choosing Your BeneficiaryPlease print using blue or black ink. Keep a copy for your records and send the original form to the address

How to fill out 403b beneficiary designation form

How to fill out 403b beneficiary designation form

1. Obtain a copy of the 403b beneficiary designation form from your retirement plan provider.
2. Read the instructions carefully to understand the requirements and options available to you.
3. Provide your personal information, including your full name, address, and Social Security number.
4. Specify the percentage or dollar amount you want each beneficiary to receive.
5. Identify the relationship of each beneficiary to you, such as spouse, child, or sibling.
6. Review and double-check all the information you have provided for accuracy.
7. Sign and date the form, indicating your understanding and acceptance of the designated beneficiaries.
8. Submit the completed form to your retirement plan provider as per their instructions.
9. Keep a copy of the filled-out form for your records.
10. Review and update your beneficiaries whenever necessary, especially in the event of major life changes.

Who needs 403b beneficiary designation form?

1. Anyone who has a 403b retirement plan and wants to designate beneficiaries upon their death.
2. Beneficiary designation forms are commonly used by employees of public schools, hospitals, and certain non-profit organizations.

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What is 403b beneficiary designation form?

A 403b beneficiary designation form is a document that allows an individual to designate who will receive their retirement account funds in the event of their death.

Who is required to file 403b beneficiary designation form?

Employees who have a 403b retirement account are required to file a beneficiary designation form to designate who will receive their funds upon their death.

How to fill out 403b beneficiary designation form?

To fill out a 403b beneficiary designation form, one must provide their personal information as well as the information of their chosen beneficiaries and the percentage of the account funds they will receive.

What is the purpose of 403b beneficiary designation form?

The purpose of a 403b beneficiary designation form is to ensure that the account holder's retirement funds are distributed according to their wishes in the event of their death.

What information must be reported on 403b beneficiary designation form?

The 403b beneficiary designation form must include the account holder's personal information, the names and contact information of the chosen beneficiaries, and the percentage of the account funds they will receive.