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PUBLIC EMPLOYEE RETIREMENT ADMINISTRATION COMMISSION FIVE MIDDLESEX AVENUE, SUITE 304 | SOMERVILLE, MA 02145IntroductionBeneficiary Selection Form for Refund of Accumulated Deductions (If Member Dies
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How to fill out beneficiary selection form for
How to fill out beneficiary selection form for
01
Start by carefully reading the instructions provided with the beneficiary selection form.
02
Write your personal information accurately in the designated fields, such as your full name, address, contact number, and email.
03
Indicate the type of beneficiary you are selecting, whether it is for a retirement plan, life insurance, or any other applicable program.
04
Provide the necessary details of the beneficiary, such as their full name, relationship to you, social security number, and contact information.
05
If there are multiple beneficiaries, clearly specify the percentage or share they will receive.
06
Sign and date the form at the designated area to validate your selection.
07
Review the completed form to ensure all the information is accurate and legible.
08
Submit the form to the appropriate authority or department as instructed.
Who needs beneficiary selection form for?
01
The beneficiary selection form is necessary for individuals who want to designate a specific person or entity to receive their benefits in case of their death or any other applicable situations. It is commonly required for retirement plans, life insurance policies, pension programs, and other similar arrangements where beneficiaries are entitled to receive certain benefits. It is important for anyone who wishes to ensure that their assets or benefits are distributed according to their preferences and wishes.
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What is beneficiary selection form for?
The beneficiary selection form is used to designate individuals or entities who will receive certain benefits or assets in the event of the filer's death.
Who is required to file beneficiary selection form for?
Anyone who wants to ensure that specific individuals or entities receive certain benefits or assets upon their death is required to file a beneficiary selection form.
How to fill out beneficiary selection form for?
To fill out a beneficiary selection form, the filer must provide the names and contact information of the beneficiaries, as well as specify the percentage or portion of assets each beneficiary will receive.
What is the purpose of beneficiary selection form for?
The purpose of the beneficiary selection form is to ensure that the filer's assets are distributed according to their wishes upon their death.
What information must be reported on beneficiary selection form for?
The beneficiary selection form must include the names and contact information of the beneficiaries, as well as the specific assets or benefits each beneficiary will receive.
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