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DESIGNATION OF BENEFICIARY OF GUARANTEED ACCOUNT BY RETIREE Ohio Public Employees Retirement System 277 East Town Street, Columbus, Ohio 43215-4642 1-800-222-PERS (7377) www.opers.org STEP 1: Personal

How to fill out designation of beneficiary

How to fill out a designation of beneficiary:

1. Start by obtaining the necessary form or document required to designate a beneficiary. This may be provided by your employer, insurance company, or financial institution.
2. Begin by providing your personal information, such as your name, address, and contact details. Ensure that all information is accurate and up to date.
3. Specify the type of beneficiary designation you are making. This could include life insurance beneficiaries, retirement account beneficiaries, or investment account beneficiaries.
4. Clearly indicate the name and contact information of the beneficiary you wish to designate. Include their full name, relationship to you, address, and any other required details.
5. If necessary, indicate the percentage or portion of the assets that each beneficiary should receive. This is particularly important if you are designating multiple beneficiaries.
6. Review the form carefully, ensuring that all information is accurate and complete. Make sure you have not missed any fields or sections.
7. Sign and date the designation of beneficiary form or document. Some forms may require a witness or notary public to witness your signature.
8. Keep a copy of the completed form for your records and submit the original to the appropriate party. This could be your employer’s HR department, insurance company, or financial institution.

Who needs a designation of beneficiary?

1. Employees who have employer-sponsored life insurance or retirement plans may need to designate beneficiaries to ensure that their assets are distributed according to their wishes in the event of their death.
2. Individuals with individual life insurance policies or retirement accounts also need to designate beneficiaries to determine who will receive the proceeds or assets.
3. People with investment accounts or other financial products that allow beneficiary designations may also need to complete this process to ensure proper distribution of their assets after their passing.

For pdfFiller’s FAQs

What is designation of beneficiary?

Designation of beneficiary is a form used to specify who will receive certain benefits or assets in the event of the policyholder's death.

Who is required to file designation of beneficiary?

The policyholder or account holder is required to file a designation of beneficiary form.

How to fill out designation of beneficiary?

To fill out a designation of beneficiary form, the policyholder must provide the beneficiary's full name, relationship to the policyholder, date of birth, and contact information.

What is the purpose of designation of beneficiary?

The purpose of a designation of beneficiary is to ensure that assets or benefits are distributed according to the policyholder's wishes in the event of their death.

What information must be reported on designation of beneficiary?

The information reported on a designation of beneficiary form typically includes the beneficiary's full name, relationship to the policyholder, date of birth, and contact information.

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