Get the free BENEFICIARY DESIGNATION FORM - retirement.wyo.gov

Beneficiary Designation Governmental 457(b) Plan Wyoming Retirement System 457 Deferred Compensation Planetary Government Employee Other Government Employee9300101 9300102For My Information For questions

How to fill out beneficiary designation form

How to fill out beneficiary designation form

1. Obtain a beneficiary designation form. This can usually be obtained from your employer or the financial institution holding your account.
2. Read the instructions carefully. The form may have specific requirements and guidelines for filling it out.
3. Provide your personal information including your name, address, and social security number. This information is used to identify you as the account holder.
4. Indicate the type of account for which you are designating a beneficiary. This could be a retirement account, life insurance policy, or investment account.
5. Specify the beneficiary's information. This includes their full name, relationship to you (spouse, child, etc.), and their contact information.
6. Determine the percentage or amount of the account that you wish to designate to each beneficiary. You may need to specify this for multiple beneficiaries.
7. Sign and date the form. Make sure to review your entries before signing to ensure accuracy.
8. Submit the completed form. Follow the instructions to submit the form to the appropriate party, such as your employer or financial institution.
9. Keep a copy for your records. It is important to maintain a copy of the completed beneficiary designation form for your personal records.

Who needs beneficiary designation form?

1. Anyone who has a retirement account, life insurance policy, or investment account may need a beneficiary designation form. These forms allow individuals to designate who will receive the assets or benefits from their accounts in the event of their death. It is particularly important for individuals with dependents or specific wishes for asset distribution to complete a beneficiary designation form to ensure their wishes are carried out.

For pdfFiller’s FAQs

How can I send beneficiary designation form to be eSigned by others?

Once your beneficiary designation form is ready, you can securely share it with recipients and collect eSignatures in a few clicks with pdfFiller. You can send a PDF by email, text message, fax, USPS mail, or notarize it online - right from your account. Create an account now and try it yourself.

How do I edit beneficiary designation form on an Android device?

With the pdfFiller mobile app for Android, you may make modifications to PDF files such as beneficiary designation form. Documents may be edited, signed, and sent directly from your mobile device. Install the app and you'll be able to manage your documents from anywhere.

How do I fill out beneficiary designation form on an Android device?

Complete beneficiary designation form and other documents on your Android device with the pdfFiller app. The software allows you to modify information, eSign, annotate, and share files. You may view your papers from anywhere with an internet connection.

What is beneficiary designation form?

A beneficiary designation form is a legal document that allows an individual to specify who will receive their assets upon their death, such as life insurance policies, retirement accounts, and investment accounts.

Who is required to file beneficiary designation form?

Anyone who has assets that would pass to a beneficiary upon their death, such as life insurance policies or retirement accounts, is required to file a beneficiary designation form.

How to fill out beneficiary designation form?

To fill out a beneficiary designation form, you typically need to provide the name of the beneficiary, their relationship to you, their date of birth, and their contact information. You may also need to specify the percentage of assets each beneficiary will receive.

What is the purpose of beneficiary designation form?

The purpose of a beneficiary designation form is to ensure that your assets are distributed according to your wishes upon your death, without the need for probate.

What information must be reported on beneficiary designation form?

The beneficiary designation form typically requires information such as the beneficiary's name, relationship to the account holder, date of birth, and contact information. It may also require the percentage of assets each beneficiary will receive.