
Get the free New Beneficiary Designation Form - dcrb - The District of Columbia - dcrb dc
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District of Columbia Retirement Board (DCB) Benefits Department 900 7th Street, NW, 2nd Floor Washington, DC 20001 Telephone: (202) 343-3272 Toll Free: (866) 456-3272 Fax: (202) 566-5001 www.dcrb.dc.gov
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What is new beneficiary designation form?
The new beneficiary designation form is a document used to designate individuals who will receive funds or assets in the event of your passing.
Who is required to file new beneficiary designation form?
Those who have retirement accounts, life insurance policies, or other financial accounts that require beneficiary designations are required to file the new beneficiary designation form.
How to fill out new beneficiary designation form?
To fill out the form, you will need to provide your personal information, the information of the beneficiary, and specify the percentage or amount they will receive.
What is the purpose of new beneficiary designation form?
The purpose of the form is to ensure that your assets are distributed according to your wishes in the event of your death.
What information must be reported on new beneficiary designation form?
The form will require personal information of the account holder and the beneficiary, relationship to the account holder, percentage or amount they will receive, and contact information.
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