Get the free Beneficiary Selection Form - (If Member Dies Before Retirement)
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PUBLIC EMPLOYEE RETIREMENT ADMINISTRATION COMMISSION FIVE MIDDLESEX AVENUE, SUITE 304 | SOMERVILLE, MA 02145IntroductionBeneficiary Selection Form Option D (If Member Dies Before Retirement) Pursuant
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How to fill out beneficiary selection form
How to fill out beneficiary selection form
01
Obtain the beneficiary selection form from the designated source.
02
Fill out your personal information including name, address, and contact information.
03
Choose the beneficiary or beneficiaries by providing their full names, relationships to you, and contact information.
04
Specify the percentage or amount of the benefit each beneficiary will receive.
05
Sign and date the form, and make a copy for your records.
06
Submit the completed form to the appropriate department or individual as instructed.
Who needs beneficiary selection form?
01
Anyone who has a retirement account, life insurance policy, or other financial asset that allows for the designation of beneficiaries should fill out a beneficiary selection form.
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What is beneficiary selection form?
It is a form used to select beneficiaries who will receive assets or benefits upon the death of the account holder.
Who is required to file beneficiary selection form?
Any individual or entity who wants to designate beneficiaries must file the form.
How to fill out beneficiary selection form?
The form typically requires basic information about the account holder, the selected beneficiaries, and the percentage of assets or benefits each will receive.
What is the purpose of beneficiary selection form?
The purpose is to ensure that assets or benefits are distributed according to the account holder's wishes in the event of death.
What information must be reported on beneficiary selection form?
The form usually requires the full name, date of birth, social security number, and relationship to the account holder of each beneficiary.
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