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Staff Pension Plan Pension Administration Office #201 2389 Health Sciences Mall Vancouver, BC Canada V6T 1Z3 Tel 604 822 8100 | Fax 604 822 9471 spp@hr.ubc.ca | staff.pensions.UBC.caPOSTRETIREMENT

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How to fill out post retirement beneficiary designation

01

Obtain the required forms from your retirement plan administrator or employer.

02

Fill in your personal information, such as your name, date of birth, and contact details.

03

Provide the necessary information about your beneficiaries, including their names, addresses, and relationships to you.

04

Indicate the percentage or amount of the retirement benefits each beneficiary should receive.

05

Sign and date the form.

06

Submit the completed form to your retirement plan administrator or employer.

07

Keep a copy of the form for your records.

Who needs post retirement beneficiary designation?

01

Anyone who has a retirement plan and wishes to designate who will receive their post-retirement benefits needs a post retirement beneficiary designation.

02

This may include individuals who have a 401(k) plan, an IRA (Individual Retirement Account), a pension plan, or any other retirement savings account.

03

It is especially important for individuals who have dependents or specific individuals they wish to provide for after their retirement.

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What is post retirement beneficiary designation?

Post retirement beneficiary designation is the process of naming a beneficiary to receive retirement benefits after the retirement of the account owner.

Who is required to file post retirement beneficiary designation?

Any individual with retirement accounts or benefits that allow for beneficiary designation is required to file a post retirement beneficiary designation form.

How to fill out post retirement beneficiary designation?

The form can typically be obtained from the retirement account provider or employer, and it requires the individual to provide the beneficiary's name, relationship, and contact information.

What is the purpose of post retirement beneficiary designation?

The purpose of post retirement beneficiary designation is to ensure that the retirement benefits are distributed according to the account owner's wishes upon their passing.

What information must be reported on post retirement beneficiary designation?

The form usually requires the beneficiary's full name, relationship to the account owner, date of birth, and contact information.

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