Get the free 403(b) Custodial Account Beneficiary Designation Form

Name: Fillable Online 403(b) Custodial Account Beneficiary Designation Form Fax Email Print - pdfFiller
Brand: pdfFiller
Rating: 4.8 (50 reviews)

Get Form

Show details

Virus Mutual Funds PO Box 9874 Providence, RI 029408074Beneficiary Disclaimer Former assistance, please contact us at 8002431574 or visit our website at Virtus.com Important Information This form

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign 403b custodial account beneficiary

Edit your 403b custodial account beneficiary form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your 403b custodial account beneficiary form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit 403b custodial account beneficiary online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

Here are the steps you need to follow to get started with our professional PDF editor:

1

Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.

2

Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.

3

Edit 403b custodial account beneficiary. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.

4

Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.

With pdfFiller, it's always easy to deal with documents.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.

Learn more about security & compliance

How to fill out 403b custodial account beneficiary

01

Obtain the necessary forms from your 403b custodial account provider.

02

Fill in the beneficiary's full legal name, date of birth, and relationship to the account holder.

03

Indicate the percentage of the account's balance that each beneficiary should receive in the event of your death.

04

Provide the beneficiaries' contact information, including addresses and phone numbers.

05

Sign and date the form, and submit it to your 403b custodial account provider for processing.

Who needs 403b custodial account beneficiary?

01

Anyone who has a 403b retirement account may need to designate a beneficiary to receive the funds in the event of their death.

Fill form : Try Risk Free

Rate the form

4.8

Satisfied

50 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How do I make edits in 403b custodial account beneficiary without leaving Chrome?

403b custodial account beneficiary can be edited, filled out, and signed with the pdfFiller Google Chrome Extension. You can open the editor right from a Google search page with just one click. Fillable documents can be done on any web-connected device without leaving Chrome.

Can I edit 403b custodial account beneficiary on an Android device?

You can. With the pdfFiller Android app, you can edit, sign, and distribute 403b custodial account beneficiary from anywhere with an internet connection. Take use of the app's mobile capabilities.

How do I complete 403b custodial account beneficiary on an Android device?

Use the pdfFiller Android app to finish your 403b custodial account beneficiary and other documents on your Android phone. The app has all the features you need to manage your documents, like editing content, eSigning, annotating, sharing files, and more. At any time, as long as there is an internet connection.

What is 403b custodial account beneficiary?

A 403b custodial account beneficiary is an individual who is designated to receive the funds in a 403b account in the event of the account holder's death.

Who is required to file 403b custodial account beneficiary?

The account holder is required to designate a beneficiary for their 403b custodial account.

How to fill out 403b custodial account beneficiary?

To fill out a 403b custodial account beneficiary form, the account holder must provide the name, relationship, and percentage of the funds each beneficiary will receive.

What is the purpose of 403b custodial account beneficiary?

The purpose of a 403b custodial account beneficiary is to ensure that the funds in the account are distributed according to the account holder's wishes in the event of their death.

What information must be reported on 403b custodial account beneficiary?

The information that must be reported on a 403b custodial account beneficiary form includes the name, relationship, and percentage share of each beneficiary.

Fill out your 403b custodial account beneficiary online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now