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DESIGNATION OF RETIREMENT SYSTEM-TIER-PLAN-BENEFICIARY CO-931 REV 7/98 570-01 PLEASE PRINT OR TYPE STATE OF CONNECTICUT OFFICE OF THE STATE COMPTROLLER RETIREMENT & BENEFIT SERVICES DIVISION CHECK
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How to fill out designation of retirement system-tier-plan
How to fill out designation of retirement system-tier-plan:
01
Obtain the necessary form from your retirement system. This form will typically require you to provide your personal information, such as your name, address, date of birth, and social security number.
02
Indicate your retirement system and the specific tier or plan you are a part of. This information is crucial as it determines the benefits and rules that apply to your retirement plan.
03
Identify your desired beneficiaries. This may include your spouse, children, or other individuals you wish to receive your retirement benefits in the event of your death.
04
Provide the necessary information for each beneficiary, such as their full name, relationship to you, and their social security number or other identifying information.
05
Consider whether you want your beneficiaries to receive equal shares or if you have specific percentages or amounts you wish to allocate to each beneficiary.
06
Sign and date the form, ensuring that your signature is witnessed or notarized as required by your retirement system.
07
Submit the completed form to your retirement system, following any specific instructions for submission.
Who needs designation of retirement system-tier-plan:
01
Any individual who is a member of a retirement system and wishes to determine the beneficiaries of their retirement benefits.
02
This may include individuals who are currently employed and contributing to a retirement plan, as well as those who are already retired and receiving benefits.
03
Having a designation of retirement system-tier-plan is important to ensure that your intended beneficiaries receive your retirement benefits according to your wishes.
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