Get the free Beneficiary Designation / Spousal Consent Form Group Number

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Beneficiary form Case number: 33780015 // BUSCH, INC. 401(k) PLAN AND TRUST Participant information Social Security number: ___ Last/RST/MI name: ___Percentages must total 100%Enter primary beneficiary

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How to fill out beneficiary designation spousal consent

01

Obtain the beneficiary designation form from your employer or retirement plan administrator.

02

Fill out your personal information, including your name, address, and Social Security number.

03

Indicate your spouse as the primary beneficiary and specify the percentage or amount they are entitled to receive.

04

Have your spouse sign the spousal consent section of the form in the presence of a notary or plan representative.

05

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

Who needs beneficiary designation spousal consent?

01

Anyone who wants to designate their spouse as a beneficiary for their retirement account or employer-sponsored benefit plan.

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What is beneficiary designation spousal consent?

Beneficiary designation spousal consent is a form that allows a participant in a retirement plan to designate someone other than their spouse as a beneficiary, with the spouse's permission.

Who is required to file beneficiary designation spousal consent?

Any participant in a retirement plan who wants to designate a beneficiary other than their spouse.

How to fill out beneficiary designation spousal consent?

The participant must obtain the form from the plan administrator, fill out their information, the designated beneficiary's information, and have the spouse sign off on the designation.

What is the purpose of beneficiary designation spousal consent?

The purpose is to ensure that the spouse is aware of and consents to the designation of a beneficiary other than themselves.

What information must be reported on beneficiary designation spousal consent?

The form typically requires the participant's name, the spouse's name, the designated beneficiary's name, relationship to the participant, and signatures.

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