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DESIGNATION OF RETIREMENT PLAN BENEFICIARY FORM FOR ACTIVE×INACTIVE MEMBERSSTATE OF CONNECTICUT OFFICE OF THE STATE COMPTROLLER RETIREMENT SERVICES DIVISIONCO999 6×2018I. EMPLOYEE PERSONAL INFORMATION
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01
Go to the website www.osc-ct.gov/rbsd/forms/designation-of-retirement-plan.
02
Download the Designation of Retirement Plan form.
03
Open the form in a PDF reader software.
04
Fill out your personal information, including your name, address, and contact details, in the designated fields.
05
Provide the details of your retirement plan, such as the plan name, account number, and the name of the financial institution that holds the plan.
06
Indicate your beneficiary/beneficiaries by providing their full names, relationship to you, and their contact information.
07
If necessary, attach any additional documentation requested in the form.
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Who needs wwwoscctgovrbsdformsdesignation of retirement plan?
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Anyone who has a retirement plan and wants to designate beneficiaries for that plan needs to fill out the www.osc-ct.gov/rbsd/forms/designation-of-retirement-plan form.
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What is www.osc.ct.gov/rbsd/forms/designation of retirement plan?
The designation of retirement plan form is a document used to designate beneficiaries for retirement benefits in case of the plan participant's death.
Who is required to file www.osc.ct.gov/rbsd/forms/designation of retirement plan?
Employees who are enrolled in a retirement plan with designated beneficiaries are required to file the designation of retirement plan form.
How to fill out www.osc.ct.gov/rbsd/forms/designation of retirement plan?
To fill out the form, the employee needs to provide their personal information, details of the retirement plan, and designate beneficiaries for the plan.
What is the purpose of www.osc.ct.gov/rbsd/forms/designation of retirement plan?
The purpose of the form is to ensure that retirement benefits are transferred to the designated beneficiaries in case of the plan participant's death.
What information must be reported on www.osc.ct.gov/rbsd/forms/designation of retirement plan?
The form requires information such as the participant's name, Social Security number, retirement plan details, and the names of beneficiaries.
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