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BEN 100 Title Document No. BENEFICIARY DESIGNATION ACTIVE MEMBERS DEPARTMENT OF RETIREMENT SERVICES Rev. Form RP-4 05/21/09-Page 1 of 1 This form should be returned to: Retirement Services 1737 N.

How to fill out beneficiary designation form

How to fill out a beneficiary designation form:

1. Obtain the beneficiary designation form from the appropriate source, such as your employer, insurance company, or financial institution.
2. Provide your personal information, including your full name, address, date of birth, and social security number.
3. Clearly state the beneficiaries' full names, relationship to you, and their respective percentages or shares of the designated benefits or assets.
4. Indicate any contingent or secondary beneficiaries who should receive the benefits in case the primary beneficiaries are unable to receive them.
5. Review and double-check all the information provided on the form for accuracy and completeness.
6. Sign and date the form, ensuring that you comply with any witness or notary requirements specified by the form's instructions.
7. Submit the completed beneficiary designation form as instructed, keeping a copy for your records.

Who needs a beneficiary designation form:

1. Individuals with life insurance policies may need a beneficiary designation form to indicate who should receive the death benefit upon their passing.
2. Employees who have retirement accounts, such as a 401(k) or IRA, may be required to complete a beneficiary designation form to designate who will inherit their account balance.
3. Individuals who have investments, such as a brokerage account or mutual funds, may want to specify who should receive the assets held in those accounts upon their death.
4. Any individual who wishes to ensure that their assets are distributed according to their wishes upon their passing may consider completing a beneficiary designation form for any relevant accounts or policies they have.

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What is beneficiary designation form?

A beneficiary designation form is a legal document that allows an individual to designate who will receive certain assets or benefits upon their death.

Who is required to file beneficiary designation form?

The requirement to file a beneficiary designation form depends on the specific laws and regulations of the jurisdiction or institution involved. Generally, individuals with assets or benefits that have designated beneficiaries, such as life insurance policies, retirement accounts, or investment accounts, are required to file a beneficiary designation form.

How to fill out beneficiary designation form?

To fill out a beneficiary designation form, you will typically need to provide your personal information, such as your name, contact details, and social security number. You will also need to provide the name, relationship, and contact information of the designated beneficiary.

What is the purpose of beneficiary designation form?

The purpose of a beneficiary designation form is to ensure that your assets or benefits are transferred to the intended beneficiary upon your death with minimal hassle or dispute.

What information must be reported on beneficiary designation form?

The information reported on a beneficiary designation form typically includes the full name, date of birth, social security number, and contact information of the designated beneficiary, as well as the type and amount of assets or benefits being designated.