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Thrive Funds Required Minimum Distribution Request Member Midsection 1 General Information Name of participant/owner (print first, middle, last name and suffix, as applicable) Fund/Account number(s)Venesection

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How to fill out retirement account beneficiary claim

01

Obtain the appropriate beneficiary claim form from your retirement account provider.

02

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

03

Provide the necessary information about the deceased account owner, such as their name, date of death, and account number.

04

Specify the type of retirement account and the date it was established.

05

Indicate the percentage or specific amount you are claiming as a beneficiary.

06

If there are multiple beneficiaries, provide their names and the percentage or amount each will receive.

07

Sign and date the beneficiary claim form.

08

Attach any required supporting documents, such as a death certificate or legal documentation proving your status as a beneficiary.

09

Submit the completed form and supporting documents to your retirement account provider.

10

Follow up with the provider to ensure the claim is processed and any benefits are distributed accordingly.

Who needs retirement account beneficiary claim?

01

Anyone who is named as a beneficiary on a retirement account needs to fill out a retirement account beneficiary claim. This includes individuals who have been designated as beneficiaries by the account owner. It is important to complete this claim in order to receive any benefits or assets from the retirement account upon the account owner's death.

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What is retirement account beneficiary claim?

A retirement account beneficiary claim is a formal request made by a designated beneficiary to receive the assets of a retirement account, such as an IRA or a 401(k), after the account holder's death.

Who is required to file retirement account beneficiary claim?

The designated beneficiary of the retirement account is required to file the beneficiary claim.

How to fill out retirement account beneficiary claim?

To fill out a retirement account beneficiary claim, the beneficiary typically needs to complete a claim form provided by the financial institution managing the retirement account, including information such as the account holder's details, the beneficiary's details, and any required identification.

What is the purpose of retirement account beneficiary claim?

The purpose of a retirement account beneficiary claim is to facilitate the transfer of assets from the deceased account holder's retirement account to the rightful beneficiary quickly and efficiently.

What information must be reported on retirement account beneficiary claim?

Information that must be reported typically includes the deceased account holder's name, account number, the beneficiary's name and contact information, and any required identification documents.

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