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PEERS PRE-RETIREMENT BENEFICIARY DESIGNATION PEERS provides valuable protection to your beneficiaries if your death occurs prior to retirement. This form establishes your beneficiary designation with

How to fill out peers pre-retirement beneficiary designation

How to fill out Peers pre-retirement beneficiary designation:

1. Visit the Peers website or contact their customer service to obtain the necessary forms for the pre-retirement beneficiary designation.
2. Fill in your personal information, including your full name, address, social security number, and contact details.
3. Indicate the type of beneficiary designation you are making. This could be a primary beneficiary, contingent beneficiary, or a combination of both.
4. Provide the full name, relationship to you, and contact information for each beneficiary you are designating. Make sure to include their social security numbers if applicable.
5. Specify the percentage or specific amount you would like each beneficiary to receive upon your death. Ensure that the total adds up to 100%.
6. Review the completed form for accuracy and make any necessary corrections.
7. Sign and date the form, and include any additional required documentation, such as a notarized signature if needed.
8. Submit the completed form to Peers using the provided instructions, whether that be mailing it to a specific address or submitting it electronically.

Who needs Peers pre-retirement beneficiary designation?

1. Peers pre-retirement beneficiary designation is necessary for any participants in the Peers retirement plan who want to designate who will receive their retirement benefits in the event of their death.
2. This form is relevant for individuals who wish to have control over how their retirement savings are distributed and want to ensure that their loved ones or designated beneficiaries receive the intended benefits.
3. Peer employees, retirees, or any participating members of the Peers retirement plan would need to complete the beneficiary designation form to specify their desired beneficiaries.

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What is peers pre-retirement beneficiary designation?

Peers pre-retirement beneficiary designation is a form that allows employees to designate who will receive their retirement benefits in case of their death before retirement.

Who is required to file peers pre-retirement beneficiary designation?

All employees who are part of the peers retirement plan are required to file a pre-retirement beneficiary designation form.

How to fill out peers pre-retirement beneficiary designation?

Employees must provide the necessary personal information of the beneficiary, such as their name, relationship to the employee, and contact information.

What is the purpose of peers pre-retirement beneficiary designation?

The purpose of peers pre-retirement beneficiary designation is to ensure that the retirement benefits are distributed according to the employee's wishes in case of their death before retirement.

What information must be reported on peers pre-retirement beneficiary designation?

Employees must report the beneficiary's full name, relationship to the employee, date of birth, social security number, and contact information.