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Get the free CB-0480. Active Beneficiary Verification Form

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CB04800320State of New Jersey Department of the TreasuryDIVISION OF PENSIONS & BENEFITS BENEFICIARY SERVICES P.O. Box 295, Trenton, NJ 086250295ACTIVE BENEFICIARY VERIFICATION FORM MEMBER Informational
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How to fill out cb-0480 active beneficiary verification

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How to fill out cb-0480 active beneficiary verification

01
Obtain the CB-0480 active beneficiary verification form.
02
Fill out the beneficiary information section, including the name, address, and social security number.
03
Provide verification of beneficiary status, such as a copy of the beneficiary's birth certificate, social security card, or documentation from a government agency.
04
Fill out the active beneficiary details, including the beneficiary's relationship to the account holder, date of birth, and social security number.
05
Provide any additional required documentation, such as proof of relationship, legal guardianship, or court orders.
06
Review the completed form for accuracy and completeness.
07
Sign and date the form.
08
Submit the filled-out form and supporting documentation to the relevant authority or organization for processing.

Who needs cb-0480 active beneficiary verification?

01
CB-0480 active beneficiary verification is typically needed by financial institutions, insurance companies, or government agencies to verify the active beneficiary of an account or policy.
02
It may be required when opening a new account, making changes to an existing policy, or during the claims process.
03
Individuals who have designated beneficiaries for their financial accounts or insurance policies may also need to fill out this form to provide updated beneficiary information.
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cb-0480 active beneficiary verification is a form used to verify the active status of beneficiaries.
Entities or individuals responsible for administering benefits programs are required to file cb-0480 active beneficiary verification.
cb-0480 active beneficiary verification form can be filled out by providing the required information about beneficiaries and their active status.
The purpose of cb-0480 active beneficiary verification is to ensure that only active beneficiaries receive benefits.
Information such as beneficiary name, identification number, active status, and reason for active status verification must be reported on cb-0480 active beneficiary verification.
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