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Thrive Funds Nonqualified Account Transfection 1 General Information Name of owner (print first, middle, and last name)Date of birthrate of joint owner (print first, middle, and last name)Date of

How to fill out thrivent funds beneficiary designation

How to fill out thrivent funds beneficiary designation

1. To fill out the Thrivent Funds beneficiary designation, follow these steps:
2. Download the beneficiary designation form from the official Thrivent Funds website.
3. Fill in your personal information, including your full name, address, and contact details.
4. Provide the necessary details of your beneficiaries, such as their full names, dates of birth, and relationship to you.
5. Indicate the percentage or specific amount you wish to allocate to each beneficiary.
6. Review the completed form to ensure accuracy and completeness.
7. Sign and date the form in the designated areas.
8. Submit the form to Thrivent Funds through the provided channels, such as mailing it to the designated address or submitting it electronically on their website.
9. Keep a copy of the completed form for your records.

Who needs thrivent funds beneficiary designation?

1. Anyone who has investments or accounts with Thrivent Funds may need to fill out a beneficiary designation form.
2. This ensures that in the event of the account holder's death, the designated beneficiaries will receive the assets or funds as per their specified allocation.
3. It is particularly important for individuals who want to ensure that their assets are distributed according to their wishes and to avoid potential complications or disputes among potential heirs.
4. Whether you have invested in Thrivent Funds personally or through an employer-sponsored retirement plan, it is recommended to complete a beneficiary designation form to protect your intended beneficiaries.

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What is thrivent funds beneficiary designation?

Thrivent Funds Beneficiary Designation is a process by which individuals can designate one or more beneficiaries to receive the assets in their Thrivent accounts upon their death.

Who is required to file thrivent funds beneficiary designation?

Anyone who holds a Thrivent account and wishes to ensure their assets are distributed according to their wishes upon death is required to file a beneficiary designation.

How to fill out thrivent funds beneficiary designation?

To fill out the Thrivent Funds Beneficiary Designation, individuals typically need to provide personal information such as their name, account details, and the names and contact information of the beneficiaries they wish to designate.

What is the purpose of thrivent funds beneficiary designation?

The purpose of the Thrivent Funds Beneficiary Designation is to provide clear instructions on how assets should be distributed after the account holder's death, ensuring that their wishes are honored and facilitating a smoother transition of assets.

What information must be reported on thrivent funds beneficiary designation?

The information that must be reported includes the account holder's personal details, the names of the beneficiaries, their relationship to the account holder, and their contact information.