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BENEFICIARY DESIGNATION/CHANGE FORM Your plan offers you the ability to update your Beneficiary(IES) online by going to rps.troweprice.com. If you prefer to update your beneficiary(IES) via paper

How to fill out beneficiary designationchange form plan

How to fill out beneficiary designationchange form plan

1. To fill out the beneficiary designation change form plan, follow these steps:
2. Obtain the beneficiary designation change form from your employer or retirement plan provider.
3. Provide personal information such as your name, address, and social security number.
4. Indicate the retirement plan for which you are making the beneficiary designation change.
5. Choose whether you want to designate primary and/or contingent beneficiaries.
6. For each beneficiary, provide their full name, relationship to you, and their social security number.
7. Indicate the percentage or portion of the account you wish to assign to each beneficiary.
8. Sign and date the form, and ensure all necessary fields are completed accurately.
9. Submit the completed form to your employer or retirement plan provider as instructed.

Who needs beneficiary designationchange form plan?

1. Anyone who has a retirement plan and wishes to change the beneficiaries named in their plan designation should use the beneficiary designation change form. This may include individuals who have experienced a change in personal circumstances such as marriage, divorce, birth of a child, or the death of a previously named beneficiary.
2. It is important to update beneficiary designations to ensure that your assets are distributed according to your wishes in the event of your passing.

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What is beneficiary designationchange form plan?

Beneficiary designation/change form plan is a form used to designate or change the beneficiaries of a retirement or life insurance plan.

Who is required to file beneficiary designationchange form plan?

Any individual who wants to designate or change beneficiaries on their retirement or life insurance plan is required to file the beneficiary designation/change form plan.

How to fill out beneficiary designationchange form plan?

To fill out the beneficiary designation/change form plan, the individual must provide their personal information, the names and relationship of the beneficiaries, and sign and date the form.

What is the purpose of beneficiary designationchange form plan?

The purpose of the beneficiary designation/change form plan is to ensure that the individual's assets are distributed according to their wishes in the event of their death.

What information must be reported on beneficiary designationchange form plan?

The beneficiary designation/change form plan must include the individual's personal information, the names and relationship of the beneficiaries, and the percentage or amount each beneficiary will receive.