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Beneficiary Spousal Consent33 Plaza La Prensa Santa Fe, NM 87507 (505) 4769300 phone (505) 9540370 fax www.nmpera.orgInstructions: Please print or type in dark ink. This form must be completed in

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How to fill out beneficiary spousal consent form

01

Obtain the beneficiary spousal consent form from the appropriate institution or website.

02

Fill out all required personal information, including names, addresses, and social security numbers.

03

Indicate the type of account or policy the beneficiary spousal consent is needed for.

04

Have both spouses sign and date the form in the presence of a notary public.

05

Submit the completed form to the institution or insurance company as required.

Who needs beneficiary spousal consent form?

01

Individuals who have designated their spouse as the beneficiary of a retirement account, life insurance policy, or other financial asset may need to fill out a beneficiary spousal consent form.

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What is beneficiary spousal consent form?

Beneficiary spousal consent form is a legal document that allows a participant in a retirement plan to designate someone other than their spouse as the primary beneficiary.

Who is required to file beneficiary spousal consent form?

A participant in a retirement plan who wishes to designate someone other than their spouse as the primary beneficiary is required to file beneficiary spousal consent form.

How to fill out beneficiary spousal consent form?

To fill out beneficiary spousal consent form, the participant needs to provide their information, the beneficiary's information, and spousal consent if necessary.

What is the purpose of beneficiary spousal consent form?

The purpose of beneficiary spousal consent form is to ensure that the participant's spouse is aware of and consents to the designation of someone else as the primary beneficiary.

What information must be reported on beneficiary spousal consent form?

The beneficiary spousal consent form must include the participant's and beneficiary's personal information, details of the retirement plan, and any required spousal consent.

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