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PUBLIC EMPLOYEE RETIREMENT ADMINISTRATION COMMISSION FIVE MIDDLESEX AVENUE, SUITE 304 SOMERVILLE, MA 02145IntroductionBeneficiary Selection Form Option D (If Member Dies Before Retirement) Pursuant

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How to fill out beneficiary selection form

01

Step 1: Start by obtaining a blank beneficiary selection form from the appropriate source.

02

Step 2: Familiarize yourself with the sections and questions on the form.

03

Step 3: Begin filling out the form by providing your personal details such as name, address, and contact information.

04

Step 4: Follow the instructions on the form to designate your beneficiaries. Provide their full names, contact information, and relationship to you.

05

Step 5: Indicate the percentage or specific amount of the benefit that each beneficiary is entitled to receive.

06

Step 6: Review the completed form for accuracy and completeness.

07

Step 7: Sign and date the form as required.

08

Step 8: Make copies of the form for your records, if necessary.

09

Step 9: Submit the filled-out beneficiary selection form to the designated recipient or authority as per the instructions provided.

Who needs beneficiary selection form?

01

Anyone who has beneficiaries and wishes to designate how their benefits or assets should be distributed.

02

Individuals who have retirement accounts, life insurance policies, investment accounts, or similar assets may need to fill out a beneficiary selection form.

03

People who want to ensure that their assets go to specific individuals or organizations upon their death or incapacitation may also need this form.

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What is beneficiary selection form?

The beneficiary selection form is a document used to designate individuals or entities that will receive benefits or distributions in the event of a specified occurrence, such as the death of the policyholder or account holder.

Who is required to file beneficiary selection form?

Typically, individuals who have financial accounts, insurance policies, or retirement plans are required to file a beneficiary selection form to ensure that their assets are directed to their chosen beneficiaries.

How to fill out beneficiary selection form?

To fill out the beneficiary selection form, provide personal information such as your name, the account or policy number, and the details of the beneficiaries including their names, addresses, and relationship to you. Follow the specific instructions provided for the form.

What is the purpose of beneficiary selection form?

The purpose of the beneficiary selection form is to ensure that your assets are transferred as per your wishes upon your death or other specified events, minimizing potential disputes among heirs.

What information must be reported on beneficiary selection form?

The form typically requires your personal information, the details of the account or policy, and the names, contact information, and relationships of the designated beneficiaries.

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