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RETIREMENT PLAN BENEFICIARY DESIGNATION FORM 1. Participant Information NAME: Account #: ADDRESS: CITY: STATE: ZIP: D.O.B: S.S. #: FUND: VALUE dividend focus SMALL CAP2. Information about your Beneficiary(s):
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How to fill out retirement plan beneficiary designation
How to fill out retirement plan beneficiary designation
01
Obtain the beneficiary designation form from your retirement plan administrator or financial institution.
02
Fill out your personal information, including your full name, address, date of birth, and social security number.
03
Identify the beneficiaries by providing their full names, addresses, and their relationship to you.
04
Specify the percentage or allocation of the retirement plan assets that each beneficiary should receive.
05
Review the form for accuracy and completeness.
06
Sign and date the form.
07
Submit the completed form to your retirement plan administrator or financial institution.
08
Keep a copy of the beneficiary designation form for your records and inform your beneficiaries about the document.
Who needs retirement plan beneficiary designation?
01
Anyone who has a retirement plan, such as a 401(k), IRA, or pension plan, should consider filling out a beneficiary designation.
02
It ensures that your retirement plan assets will be distributed according to your wishes after your death.
03
Having a beneficiary designation is especially important if you want to designate specific individuals or organizations as beneficiaries, rather than relying on default rules or state laws.
04
Beneficiary designations can help avoid potential conflicts and ensure a smoother transfer of assets to your chosen beneficiaries.
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