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Plymouth County Retirement Association 60 Industrial Park Road Plymouth, MA 02360 Phone number (508) 830 1803 * Fax number (508) 830 1875ACTIVE MEMBER BENEFICIARY FORM Section 1 Member Information Name___

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How to fill out beneficiary designation formactiveinactive member

01

Step 1: Obtain the beneficiary designation form from your employer or pension plan provider.

02

Step 2: Provide your personal information including your full name, address, date of birth, and Social Security Number.

03

Step 3: List the full name, relationship, and contact information of your primary beneficiary.

04

Step 4: If desired, designate contingent beneficiaries in case the primary beneficiary predeceases you.

05

Step 5: Review the form for accuracy and sign and date it according to the instructions provided.

06

Step 6: Submit the completed form to your employer or pension plan provider for processing.

Who needs beneficiary designation formactiveinactive member?

01

Active members of retirement plans who want to ensure their designated beneficiaries receive the proceeds of their plan in the event of their death.

02

Inactive members of retirement plans who have accumulated funds in their plan and wish to designate beneficiaries to receive those funds upon their death.

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What is beneficiary designation formactiveinactive member?

The beneficiary designation formactiveinactive member is a form that allows members to designate who will receive their benefits in the event of their death.

Who is required to file beneficiary designation formactiveinactive member?

All active and inactive members of the organization are required to file a beneficiary designation form.

How to fill out beneficiary designation formactiveinactive member?

To fill out the beneficiary designation form, members must provide their personal information, as well as the information of the designated beneficiary. They must also specify the percentage of the benefit each beneficiary will receive.

What is the purpose of beneficiary designation formactiveinactive member?

The purpose of the beneficiary designation form is to ensure that the member's benefits are distributed according to their wishes in the event of their death.

What information must be reported on beneficiary designation formactiveinactive member?

The beneficiary designation form must include the member's personal information, the beneficiary's information, and the percentage of the benefit each beneficiary will receive.

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