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Municipal Employees Retirement System of Michigan 800.767.MERS (6377) www.mersofmich.comDefined Contribution Spousal Beneficiary Claim Request Form Do this online! Log into your Myers account from
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How to fill out defined contribution non-spousal beneficiary

01
To fill out a defined contribution non-spousal beneficiary, follow these steps:
02
Obtain the necessary forms from the plan provider or custodian.
03
Fill out the beneficiary designation form with your personal information, including your full name, date of birth, and Social Security number.
04
Provide the necessary information about the deceased account owner, including their name and account details.
05
Specify your relationship to the deceased account owner as a non-spousal beneficiary.
06
Indicate the percentage or specific dollar amount you would like to receive as the beneficiary.
07
Sign and date the form, acknowledging that you understand the consequences of your designation.
08
Submit the completed form to the plan provider or custodian.
09
Keep a copy of the completed form for your records.

Who needs defined contribution non-spousal beneficiary?

01
Defined contribution non-spousal beneficiary is needed by individuals who are designated as beneficiaries of a retirement account or pension plan owned by someone other than their spouse.
02
Examples of individuals who may need to fill out a defined contribution non-spousal beneficiary include children, siblings, parents, or other relatives of the account owner.
03
It is important for non-spousal beneficiaries to fill out this form to ensure that their inheritance rights are protected and that the account assets are distributed according to their wishes.
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Defined contribution non-spousal beneficiary is a designation of an individual who is not the spouse of the account holder to receive the assets in a retirement account upon the account holder's death.
The account holder or the account administrator is required to file the defined contribution non-spousal beneficiary form.
The form typically requires the beneficiary's name, contact information, relationship to the account holder, and percentage of assets to be received.
The purpose is to ensure that the assets in the retirement account are transferred to the designated individual upon the account holder's death.
The form must include the beneficiary's name, contact information, relationship to the account holder, and percentage of assets to be received.
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