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Beneficiary Designation for Vested* Members (TMRS007V)PURPOSE This form allows you, as a vested* member, to make or change your beneficiary designation. If you are vested and die prior to retirement,

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How to fill out beneficiary designation for vested

01

Obtain the beneficiary designation form for vested benefits from the appropriate institution or organization that manages your vested benefits.

02

Fill out the form with your personal information, including your full name, date of birth, social security number, and contact details.

03

Provide the necessary information about your designated beneficiary, including their full name, relationship to you, date of birth, and social security number.

04

Indicate the percentage or share of your vested benefits that you wish to allocate to each beneficiary.

05

Review the completed form to ensure all information is accurate and up-to-date.

06

Sign and date the beneficiary designation form.

07

Submit the form as instructed by the institution or organization managing your vested benefits.

Who needs beneficiary designation for vested?

01

Any individual who has vested benefits, such as retirement savings, life insurance policies, or pension plans, may need to fill out a beneficiary designation form for vested benefits.

02

This form allows you to specify who will receive your vested benefits in the event of your death, ensuring that your savings or benefits go to your chosen beneficiaries.

03

It is recommended for anyone who has vested benefits to consider filling out a beneficiary designation form to ensure their assets are passed on according to their wishes.

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What is beneficiary designation for vested?

Beneficiary designation for vested is the process of naming individuals or entities who will receive a portion of a vested account after the account holder's death.

Who is required to file beneficiary designation for vested?

Account holders of vested accounts are required to file beneficiary designation for vested.

How to fill out beneficiary designation for vested?

Beneficiary designation for vested can be filled out by completing the appropriate forms provided by the financial institution holding the account.

What is the purpose of beneficiary designation for vested?

The purpose of beneficiary designation for vested is to ensure that assets in the account are distributed according to the account holder's wishes after their death.

What information must be reported on beneficiary designation for vested?

Beneficiary designation for vested typically requires the names, addresses, and relationship to the account holder of the beneficiaries.

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