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Plumbers and Steamfitters Local 21 Annuity Fund (914) 7377220 BENEFICIARY AND ALTERNATE PAYEE DISTRIBUTION FORM (Plan# 62908) 8889768171 Use this form to request a distribution as a beneficiary following
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To fill out the download beneficiary designation form, follow these steps:
02
Download the form from the designated website or source.
03
Read the instructions carefully to understand the requirements.
04
Provide your personal information, such as your full name, address, and contact details.
05
Identify the primary beneficiary and provide their essential details, like full name, relationship to you, and contact information.
06
If you wish to designate more than one beneficiary, provide their information as well.
07
Specify the percentage or share of the assets each beneficiary will receive.
08
If there are any contingent or secondary beneficiaries, provide their details too.
09
Review the form to ensure all the information is accurate and complete.
10
Sign and date the form.
11
Submit the filled-out form as instructed, either by mail or online.

Who needs download beneficiary designation form?

01
Anyone who wishes to designate beneficiaries for their assets or benefits should download the beneficiary designation form.
02
This form is commonly used by individuals who have life insurance policies, retirement accounts, investment accounts, or any other assets that require beneficiary designation.
03
By filling out this form, individuals can ensure that their assets are distributed according to their wishes in the event of their death.
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The download beneficiary designation form is a document used to specify who will receive the benefits of a policy or account after the death of the policyholder or account holder.
The policyholder or account holder is required to file the download beneficiary designation form to ensure their benefits are directed to the correct individual or entity.
The download beneficiary designation form can be filled out by providing the necessary personal information of the designated beneficiary, such as their name, address, relationship to the policyholder, and contact information.
The purpose of the download beneficiary designation form is to ensure that the benefits of a policy or account are distributed according to the wishes of the policyholder or account holder.
The download beneficiary designation form typically requires information such as the beneficiary's full name, date of birth, social security number, address, and relationship to the policyholder.
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