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Reset FormBeneficiary Designation Form c/o Rochester Service Center 150 State Street, Suite 200 Rochester, NY 14614 Fax: 5856977110 www.tdaretirementplan.com/myplanQuestions may be directed to: Participant

How to fill out beneficiary designation form

How to fill out beneficiary designation form

1. Obtain a beneficiary designation form from your insurance company or retirement account provider.
2. Read the instructions on the form carefully.
3. Fill in your personal information, such as your name, address, and contact details.
4. Identify the policy or account for which you are designating a beneficiary.
5. Provide the beneficiary's full name, relationship to you, and contact information.
6. Indicate the percentage or specific amount you wish to assign to each beneficiary.
7. Review the completed form to ensure accuracy and completeness.
8. Date and sign the form to make it legally binding.
9. Submit the filled-out beneficiary designation form to your insurance company or retirement account provider.
10. Keep a copy of the form for your own records.

Who needs beneficiary designation form?

1. Anyone who has life insurance policies, retirement accounts, or other financial assets that allow beneficiaries to be designated.

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What is beneficiary designation form?

The beneficiary designation form is a document where you specify who will receive your assets or benefits in case of your death.

Who is required to file beneficiary designation form?

Anyone who has assets or benefits that have a designated beneficiary should file a beneficiary designation form.

How to fill out beneficiary designation form?

To fill out a beneficiary designation form, you will need to provide your personal information, the details of the beneficiary, and specify the assets or benefits being designated.

What is the purpose of beneficiary designation form?

The purpose of a beneficiary designation form is to ensure that your assets or benefits are distributed according to your wishes in the event of your death.

What information must be reported on beneficiary designation form?

The beneficiary designation form will require information such as your name, contact information, the name of the beneficiary, their relationship to you, and the assets or benefits being designated.