Get the free #172 Pension Beneficiary Form - Copy.docx

Plumbers & Pipe fitters Local 172 Pension Plan 6525 Centurion Drive Lansing MI 48917 (517)3217502 or (833)7670172Beneficiary Designation (Please Print)INITIAL DESIGNATION CHANGE OF DESIGNATED BENEFICIARY

How to fill out 172 pension beneficiary form

How to fill out 172 pension beneficiary form

1. Obtain a copy of the 172 pension beneficiary form from your pension provider.
2. Carefully read the instructions and requirements mentioned on the form.
3. Fill in your personal information accurately, such as your full name, address, contact details, and social security number.
4. Provide the necessary information about the deceased pensioner, including their full name, date of birth, and social security number.
5. Specify your relationship to the deceased pensioner, such as spouse, child, or other beneficiary.
6. Indicate whether you wish to receive a lump sum or periodic payments as a beneficiary.
7. If you choose periodic payments, provide the necessary bank account details for the funds to be deposited.
8. Sign and date the form at the designated section.
9. Attach any required supporting documents, such as a death certificate or proof of relationship.
10. Double-check all the information provided and ensure all required fields are filled correctly.
11. Submit the completed form to your pension provider as per their instructions.
12. Keep a copy of the filled form and any supporting documents for your records.

Who needs 172 pension beneficiary form?

1. The 172 pension beneficiary form is needed by individuals who are eligible to receive pension benefits upon the death of a pensioner. This includes spouses, children, or any other designated beneficiaries of the deceased pensioner.

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What is 172 pension beneficiary form?

The 172 pension beneficiary form is a document used to declare the individuals who will receive pension benefits upon the account holder's death.

Who is required to file 172 pension beneficiary form?

Individuals who have a pension account and wish to designate beneficiaries to receive the benefits are required to file the 172 pension beneficiary form.

How to fill out 172 pension beneficiary form?

To fill out the 172 pension beneficiary form, you must provide your personal information, details of the beneficiaries, and specify the percentage of benefits each beneficiary should receive.

What is the purpose of 172 pension beneficiary form?

The purpose of the 172 pension beneficiary form is to ensure that pension benefits are distributed according to the account holder's wishes and to provide a clear record of the designated beneficiaries.

What information must be reported on 172 pension beneficiary form?

The 172 pension beneficiary form requires information such as the account holder's name, social security number, contact details, and the name, relationship, and percentage allocation for each beneficiary.