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DESIGNATION OF RETIREMENT PLAN BENEFICIARY FORM FOR ACTIVE/INACTIVE MEMBERSSTATE OF CONNECTICUT OFFICE OF THE STATE COMPTROLLER RETIREMENT SERVICES DIVISIONCO999 6/2018I. EMPLOYEE PERSONAL INFORMATION MEMBER
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How to fill out designation of retirement plan

01
To fill out the designation of retirement plan, follow these steps:
02
Start by obtaining the necessary designation of retirement plan form from your retirement plan provider.
03
Fill in your personal information including your name, address, and contact details.
04
Provide details of the retirement plan for which you are making the designation, including the plan name, account number, and any other identifying information.
05
Clearly specify the beneficiaries for your retirement plan. Include their names, relationship to you, and the percentage or portion of the plan each beneficiary should receive.
06
If you have multiple beneficiaries, ensure you clearly state how the assets should be divided among them, whether equally or in different proportions.
07
Consider designating contingent beneficiaries who will receive the retirement plan assets if the primary beneficiaries predecease you.
08
Carefully review the document for accuracy and completeness.
09
Sign and date the designation of retirement plan form in the presence of a witness, if required by your retirement plan provider.
10
Submit the completed form to your retirement plan provider, following their specific instructions. Keep a copy for your records.

Who needs designation of retirement plan?

01
Anyone who has a retirement plan and wishes to specify who will receive the plan's assets upon their death needs a designation of retirement plan.
02
This legal document ensures that your retirement savings are distributed according to your wishes and avoids any ambiguity or conflicts among potential beneficiaries.
03
Having a designation of retirement plan is particularly important if you want to ensure that your assets pass to specific individuals or organizations, rather than being subject to default distribution rules.
04
If you have a retirement plan and want control over the disposition of its assets, it is highly recommended to have a designation of retirement plan in place.
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The designation of retirement plan is a document that specifies who will receive the benefits from a retirement plan in the event of the participant's death.
Participants in retirement plans are typically required to file a designation of retirement plan.
A designation of retirement plan can usually be filled out online or through a paper form provided by the plan administrator. The form will typically require the participant to name a primary beneficiary and may also allow for contingent beneficiaries.
The purpose of the designation of retirement plan is to ensure that the participant's retirement benefits are distributed according to their wishes after their death.
The designation of retirement plan typically requires the participant to provide the names and relationship of the primary and contingent beneficiaries.
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