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DTM 2013 Clerk of the Circuit and County Courts Orange County Florida 2014 Designation of Beneficiary Form (Employee Life Insurance) A. Employee Information Name of employee:(Last, first, middle)

How to fill out 2014 designation of beneficiary

How to fill out 2014 designation of beneficiary?

1. Start by obtaining the necessary form: The 2014 designation of beneficiary form can usually be obtained from your employer or retirement plan administrator. It may also be available on their website or through the IRS.
2. Provide personal information: Begin by providing your full legal name, address, social security number, and other required personal information as indicated on the form.
3. Specify the retirement account: Indicate the specific retirement account for which you are designating a beneficiary. This could be a 401(k), IRA, or any other eligible retirement account.
4. Choose primary and contingent beneficiaries: Next, you will need to identify your primary beneficiary or beneficiaries. These are the individuals who will receive the retirement account assets upon your death. Provide their full legal names, addresses, and social security numbers.
5. Specify the percentage or shares: Indicate the percentage or shares of the retirement account that each primary beneficiary is entitled to receive. Remember to ensure that the total adds up to 100% or all shares are allocated appropriately.
6. Designate contingent beneficiaries: Contingent beneficiaries are the individuals who would inherit the retirement account assets if the primary beneficiaries predecease you. Follow the same steps as above and provide their necessary information.
7. Provide relationship details: It's important to specify the relationship between the beneficiaries and yourself. For example, you may indicate that a primary beneficiary is your spouse or a contingent beneficiary is your sibling.
8. Review and sign the form: Review all the information provided on the form for accuracy and completeness. Once satisfied, sign and date the form as required.

Who needs 2014 designation of beneficiary?

1. Individuals with retirement accounts: Anyone who has a retirement account, such as a 401(k) or IRA, should consider completing a designation of beneficiary form. This allows you to specify who will inherit the assets in your retirement account upon your death.
2. Those who want to control asset distribution: By designating beneficiaries, you have control over who receives your retirement account assets after your passing. This can help ensure that the assets go to the intended individuals or entities.
3. Individuals with changing family circumstances: It is important to review and update your beneficiary designations as your family circumstances change. This includes events such as marriage, divorce, birth of children, or the passing of family members. The 2014 designation of beneficiary form allows you to make these necessary updates.

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