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RETIREMENT ACCOUNT BENEFICIARY DESIGNATION FORM Important Information PLEASE READ Complete this form to name or change your Dreyfus Mutual Fund account IRA beneficiary designation. By changing your
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How to fill out ret-ben-0114:
01
Start by entering your personal information in the designated spaces, such as your name, address, and contact details.
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Provide your social security number or any other identification number that may be required.
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Indicate the reason for completing the ret-ben-0114 form, whether it is for retirement, disability benefits, or other purposes.
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Fill out the section that asks for information about your employment history, including the dates of employment, job titles, and employer names.
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If applicable, include details about any previous or ongoing benefit claims, such as workers' compensation or military service benefits.
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Who needs ret-ben-0114:
01
Individuals who are applying for retirement benefits from a government agency or social security administration may need to fill out the ret-ben-0114 form.
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Those who are seeking disability benefits or any other type of financial assistance related to their health or income may also be required to complete this form.
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Retirees who are updating their existing benefit records or making changes to their current benefits may need to fill out a ret-ben-0114 form.
Please note that the specific requirements and instructions for the ret-ben-0114 form may vary depending on the country, government agency, or organization that issues the form. It is always recommended to consult the official guidelines or seek professional advice when filling out important documents like this.
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