Get the free Nationwide 457/401(a) Beneficiary Form

City of Phoenix 457(b) / 401(a) Plans Return completed form to: Nationwide Retirement Solutions 4747 N. 7th Street, Suite 418 Phoenix, AZ 85014 Local Office: (602) 266-2733 Toll Free: 1-800-891-4PHX

How to fill out nationwide 457401a beneficiary form

How to fill out the Nationwide 457401a beneficiary form:

1. Begin by gathering all the necessary information. You will need the name, relationship, birthdate, and contact information of each beneficiary you wish to name.
2. Review the form carefully and ensure you understand each section. Familiarize yourself with the terms and provisions outlined in the form.
3. Enter your personal information accurately in the designated fields. This includes your full name, address, Social Security number, and contact information.
4. Proceed to the beneficiary section of the form. For each beneficiary, provide their full name, relationship to you, and their contact information. Also, indicate the percentage of the benefit you wish to assign to each beneficiary.
5. If you want to designate a contingent beneficiary, make sure to include their information as well. A contingent beneficiary is someone who will receive the benefit if the primary beneficiary predeceases you.
6. Carefully review all the information you have entered for accuracy. Double-check the spelling of names, birthdates, and contact details.
7. Once you are satisfied with the information provided, sign and date the form in the appropriate section. If necessary, have the form witnessed or notarized as required by your specific circumstances and regional laws.
8. Before submitting the form, make a copy for your records.
9. Finally, follow the instructions provided by Nationwide on how to submit the completed form. This may include sending it by mail or submitting it electronically, depending on their specific procedures.

Who needs the Nationwide 457401a beneficiary form?

1. Individuals who have a Nationwide 457401a account and want to designate beneficiaries for their account.
2. Those who want to ensure that their retirement benefits are distributed according to their wishes and in a timely manner.
3. It is particularly crucial for individuals who have specific intentions regarding the distribution of their assets upon their passing, and they want to provide for loved ones or charities.
4. It is a good practice even if you already have a will or trust in place, as beneficiary designations often supersede those documents.
5. Additionally, it is relevant for individuals who have undergone significant life changes such as marriage, divorce, the birth or adoption of a child, or death of a beneficiary and need to update their designated beneficiaries accordingly.

For pdfFiller’s FAQs

What is nationwide 457401a beneficiary form?

The nationwide 457401a beneficiary form is a document used to designate individuals who will receive the assets in a retirement account in the event of the account holder's death.

Who is required to file nationwide 457401a beneficiary form?

Individuals who have a nationwide 457401a retirement account are required to file the beneficiary form to designate who will receive the assets upon their death.

How to fill out nationwide 457401a beneficiary form?

To fill out the nationwide 457401a beneficiary form, the account holder must provide their personal information, as well as the information of the designated beneficiaries.

What is the purpose of nationwide 457401a beneficiary form?

The purpose of the nationwide 457401a beneficiary form is to ensure that the account holder's assets are distributed according to their wishes upon their death.

What information must be reported on nationwide 457401a beneficiary form?

The nationwide 457401a beneficiary form requires information such as the names and contact information of the beneficiaries, their relationship to the account holder, and the percentage of assets each beneficiary will receive.

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