Get the free Active Member Beneficiary Designation Form

BEN001 Effective 07/16 Survivor Benefits Florida Retirement System Pension Plan Active Member Beneficiary Designation Form PO Box 9000 Tallahassee, FL 323159000 Local Phone: 8509076500 Toll Free:

How to fill out active member beneficiary designation

How to fill out active member beneficiary designation

1. To fill out the active member beneficiary designation, follow these steps:
2. Obtain the appropriate beneficiary designation form from your employer or retirement plan administrator.
3. Read the instructions carefully and gather the necessary information, such as the name, address, and Social Security number of your chosen beneficiary.
4. Fill out the form accurately, providing all the required details about yourself and your chosen beneficiary.
5. Review the form to ensure all information is correct and complete.
6. Sign and date the form.
7. Submit the completed form to your employer or retirement plan administrator as instructed.
8. Keep a copy of the form for your records.

Who needs active member beneficiary designation?

1. Active members of retirement plans or employer-sponsored retirement programs need active member beneficiary designations. This includes individuals who are currently contributing to a retirement savings account or pension plan and want to specify who will receive their retirement savings or benefits in the event of their death.

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What is active member beneficiary designation?

Active member beneficiary designation is a form that allows a member to designate who will receive their benefits in the event of their death.

Who is required to file active member beneficiary designation?

Active members of a particular organization or program are required to file an active member beneficiary designation.

How to fill out active member beneficiary designation?

To fill out an active member beneficiary designation form, the member must provide their personal information and the information of the beneficiary they wish to designate.

What is the purpose of active member beneficiary designation?

The purpose of active member beneficiary designation is to ensure that the member's benefits are distributed according to their wishes in the event of their death.

What information must be reported on active member beneficiary designation?

The active member beneficiary designation form must include the member's name, beneficiary's name, relationship to the member, and contact information.