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RETIRED MEMBER BENEFICIARY DESIGNATION FORM ALAMEDA COUNTY EMPLOYEES RETIREMENT ASSOCIATION 475 14th Street, Suite 1000, Oakland, CA 946121900 Telephone: 5106283000 or 18008381932 Fax: 5102689574Website:

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How to fill out retired member beneficiary designation

01

To fill out retired member beneficiary designation, follow these steps:

02

Obtain the retired member beneficiary designation form from the relevant retirement association or plan.

03

Read the instructions provided on the form carefully.

04

Fill in your personal information, including your name, address, and contact details.

05

Specify the retirement account or plan for which you are designating a beneficiary.

06

Clearly state the full name and contact information of the beneficiary you wish to designate.

07

Indicate the relationship between you (the retired member) and the designated beneficiary.

08

Specify the percentage or portion of the retirement benefits you want the beneficiary to receive.

09

Sign and date the form in the designated spaces.

10

Submit the completed form to the retirement association or plan according to their instructions.

Who needs retired member beneficiary designation?

01

Retired individuals who have a retirement account or plan typically need a retired member beneficiary designation.

02

This form allows them to specify who will receive their retirement benefits in the event of their death.

03

It is important for retired members to complete this designation to ensure that their desired beneficiary inherits the benefits according to their wishes.

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What is retired member beneficiary designation?

A retired member beneficiary designation is a form that allows retired individuals to specify who will receive their benefits upon their death.

Who is required to file retired member beneficiary designation?

Retired members of a pension or retirement plan are typically required to file a beneficiary designation.

How to fill out retired member beneficiary designation?

To fill out the designation, you need to provide your personal information, the details of the beneficiaries, and ensure all required signatures are provided.

What is the purpose of retired member beneficiary designation?

The purpose is to ensure that benefits are distributed according to the retiree's wishes after their passing.

What information must be reported on retired member beneficiary designation?

You must report your name, retirement details, beneficiary names, their relationship to you, and contact information.

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