Get the free 457(b) Beneficiary Claim Form - Employee Benefit Services

Beneficiary Claim Form 1 Instructions Please complete all the steps outlined below for the distribution to be processed. Upon completion, you may fax or mail a copy of this form to the National Benefit

How to fill out 457b beneficiary claim form

How to fill out 457b beneficiary claim form:

1. Obtain the form: The first step is to obtain the 457b beneficiary claim form from the appropriate source. This can usually be done by contacting your employer or the plan administrator.
2. Fill in personal information: Start by providing your personal information on the form. This typically includes your full name, contact information, date of birth, and Social Security number.
3. Identify the deceased participant: Next, you will need to identify the deceased participant for whom you are making the claim. This requires providing their full name, date of birth, and any other relevant identification details.
4. State your relationship to the deceased: Indicate your relationship to the deceased participant. Common options include spouse, child, parent, or other designated beneficiary. Provide any necessary supporting documentation, such as a marriage certificate or birth certificate, if applicable.
5. Choose the claim option: Select the appropriate claim option from the available choices. This may include options such as lump sum distribution, rollover to an IRA, or annuity payments. Consider consulting a financial advisor to determine the best option for your situation.
6. Provide required documentation: Attach any required documentation to support your claim. This may include a death certificate, proof of relationship, or any other specified documents. Make sure to include all necessary paperwork and ensure it is correctly filled out.
7. Review and sign the form: Carefully review the form to ensure all information is accurate and complete. Sign and date the form as required, and provide any additional necessary signatures, such as if a representative is filling out the form on behalf of the beneficiary.

Who needs a 457b beneficiary claim form?

A 457b beneficiary claim form is needed by individuals who are entitled to receive benefits from a deceased participant's 457b retirement plan. This form is typically required for beneficiaries, such as spouses, children, or other designated individuals, who are eligible to claim the assets within the plan. The form allows the beneficiary to provide necessary information and instructions for the distribution of the funds or assets held in the 457b plan. It is important for eligible beneficiaries to fill out the form accurately and thoroughly to ensure a smooth and timely processing of their claim.

For pdfFiller’s FAQs

What is 457b beneficiary claim form?

The 457b beneficiary claim form is a document used to designate who will receive the remaining balance in a 457b retirement account upon the account holder's death.

Who is required to file 457b beneficiary claim form?

Individuals who have a 457b retirement account and wish to designate beneficiaries to receive the funds in the event of their death are required to file the 457b beneficiary claim form.

How to fill out 457b beneficiary claim form?

To fill out the 457b beneficiary claim form, the account holder must provide their personal information, as well as the information of the designated beneficiaries. They must also specify the percentage of the account balance that each beneficiary will receive.

What is the purpose of 457b beneficiary claim form?

The purpose of the 457b beneficiary claim form is to ensure that the account holder's wishes regarding the distribution of their retirement account funds are carried out in the event of their death.

What information must be reported on 457b beneficiary claim form?

The 457b beneficiary claim form must include the account holder's personal information, the beneficiaries' information, and the percentage of the account balance that each beneficiary will receive.

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