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Wisconsin Department of Employee Trust Funds P.O. Box 7931 Madison, WI 537077931 ETF.WI.gov 18775335020 (toll-free) Fax: (608) 2674549Beneficiary Designation Wis. Stat. 40.02 (8) (a) and 40.74Do not

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Fill in the required information for the principal beneficiary, including their full name, address, date of birth, relationship to the account holder, and any other requested details.

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Who needs principal beneficiary formpdf?

01

Individuals who have been designated as principal beneficiaries by the account holder.

02

Any financial institution or organization that requires this form to designate a principal beneficiary for an account.

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What is principal beneficiary formpdf?

Principal beneficiary formpdf is a form used to designate the primary recipient of benefits or assets in a legal document.

Who is required to file principal beneficiary formpdf?

Individuals or entities who are setting up a legal document that specifies a primary beneficiary are required to file the principal beneficiary formpdf.

How to fill out principal beneficiary formpdf?

To fill out the principal beneficiary formpdf, the individual or entity must provide information about the primary recipient of benefits or assets, including their name, contact information, and relationship to the filer.

What is the purpose of principal beneficiary formpdf?

The purpose of principal beneficiary formpdf is to clearly designate who will receive the benefits or assets specified in a legal document as the primary beneficiary.

What information must be reported on principal beneficiary formpdf?

Information such as the primary beneficiary's name, contact information, relationship to the filer, and any additional details required to clearly identify the recipient.

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