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BINDING BENEFICIARY NOMINATION
Retirement Solutions' fact sheet and form
WHAT IS A BINDING BENEFICIARY NOMINATION?
A binding beneficiary nomination can provide you with greater certainty about who
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What is beneficiary nomination form?
Beneficiary nomination form is a legal document that allows an individual to designate a beneficiary who will receive certain assets or benefits upon the individual's death.
Who is required to file beneficiary nomination form?
Any individual who wants to designate a beneficiary for their assets or benefits is required to file a beneficiary nomination form.
How to fill out beneficiary nomination form?
To fill out a beneficiary nomination form, an individual must provide their personal information, details of the beneficiary, and specify the assets or benefits being designated.
What is the purpose of beneficiary nomination form?
The purpose of a beneficiary nomination form is to ensure that a specified individual receives certain assets or benefits upon the death of the individual filing the form.
What information must be reported on beneficiary nomination form?
The beneficiary nomination form must include personal information of the individual filing the form, details of the designated beneficiary, and description of the assets or benefits being designated.
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