Get the free IATSE ANNUITY FUND BENEFICIARY DESIGNATION - iatsenbf

I.A.T.S.E. ANNUITY FUND BENEFICIARY DESIGNATION Account Number 6058611 Participants Social Security No. Participant's Name first middle last Participant's Address street city state zip Marital Status:

How to fill out iatse annuity fund beneficiary

How to fill out iatse annuity fund beneficiary:

1. Obtain the necessary forms: Contact the iatse annuity fund administrator to request the beneficiary designation form. This form varies depending on your specific plan, so be sure to ask for the correct one.
2. Provide personal information: Fill out the form with your personal information, including your full name, contact details, and social security number. This will ensure that the beneficiary designation is correctly associated with your account.
3. Choose primary and contingent beneficiaries: Indicate the primary beneficiary, who will receive the annuity fund in the event of your death. You may also name one or more contingent beneficiaries to receive the funds if the primary beneficiary is unable to or predeceases you.
4. Specify percentages or shares: If you have multiple beneficiaries, you can allocate the annuity funds among them by specifying the percentages or shares each should receive. Ensure that the total adds up to 100%.
5. Provide beneficiary information: For each beneficiary named, provide their full name, contact details, and relationship to you. It is important to keep this information up to date.
6. Review and sign the form: Carefully review all the information provided on the form to ensure its accuracy. Sign and date the form, following any additional instructions or requirements provided by the iatse annuity fund administrator.
7. Submit the form: Return the completed form to the iatse annuity fund administrator via mail, fax, or email as instructed. Keep a copy of the completed form for your records.

Who needs iatse annuity fund beneficiary:

1. Workers covered by a union: The iatse annuity fund beneficiary is relevant for employees working in the entertainment industry who are part of the International Alliance of Theatrical Stage Employees (IATSE) union. These individuals contribute to the annuity fund to secure their retirement savings.
2. Individuals with dependents: Anyone with dependents or loved ones who rely on their financial support should consider designating an annuity fund beneficiary. This helps ensure that in the event of untimely death, the funds will provide financial support to the designated beneficiaries.
3. Those seeking control over asset distribution: By designating a beneficiary, you have control over how your annuity funds are distributed upon your death. This allows you to make sure your loved ones are taken care of according to your wishes.

Overall, filling out the iatse annuity fund beneficiary form is an important step for workers covered by the union to secure their retirement savings and ensure their loved ones are financially protected.

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