Get the free B-13 Designation of Beneficiary Retirement Only Plan Form. Download a copy of MMBB's...

Get Form

Show details

B13DESIGNATION OF BENEFICIARY RETIREMENT ONLY PLAN (DEFERRED ANNUITY (TDA))PLEASE PRINT OR Remember Information Asocial Security NumberBeneficiaries Primary I direct that the value of my TDA account

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

Get, Create, Make and Sign b-13 designation of beneficiary

Edit your b-13 designation of 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 b-13 designation of beneficiary form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit b-13 designation of beneficiary online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

To use our professional PDF editor, follow these steps:

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 b-13 designation of beneficiary. Add and change text, add new objects, move pages, add watermarks and page numbers, and more. Then click Done when you're done editing and go to the Documents tab to merge or split the file. If you want to lock or unlock the file, click the lock or unlock button.

4

Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.

pdfFiller makes dealing with documents a breeze. Create an account to find out!

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 b-13 designation of beneficiary

01

Step 1: Obtain the B-13 Designation of Beneficiary form from the appropriate source.

02

Step 2: Fill in your personal information including your name, address, and contact details.

03

Step 3: Provide information about the beneficiary including their name, relationship to you, and contact details.

04

Step 4: Sign and date the form in the designated areas.

05

Step 5: Submit the completed form to the relevant authority or organization.

Who needs b-13 designation of beneficiary?

01

Anyone who wishes to designate a specific beneficiary for their assets or benefits in case of their death.

Fill form : Try Risk Free

Rate the form

4.2

Satisfied

30 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 can I edit b-13 designation of beneficiary from Google Drive?

By integrating pdfFiller with Google Docs, you can streamline your document workflows and produce fillable forms that can be stored directly in Google Drive. Using the connection, you will be able to create, change, and eSign documents, including b-13 designation of beneficiary, all without having to leave Google Drive. Add pdfFiller's features to Google Drive and you'll be able to handle your documents more effectively from any device with an internet connection.

How do I make edits in b-13 designation of beneficiary without leaving Chrome?

b-13 designation of 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.

How do I edit b-13 designation of beneficiary on an Android device?

You can make any changes to PDF files, like b-13 designation of beneficiary, with the help of the pdfFiller Android app. Edit, sign, and send documents right from your phone or tablet. You can use the app to make document management easier wherever you are.

What is b-13 designation of beneficiary?

Beneficiary designation form b-13 is a document used to designate who will receive benefits from a specific account or insurance policy in case of the account holder's death.

Who is required to file b-13 designation of beneficiary?

The account holder or policyholder is usually required to file the b-13 designation of beneficiary form to specify who will receive the benefits upon their death.

How to fill out b-13 designation of beneficiary?

To fill out the b-13 designation of beneficiary form, the account holder or policyholder needs to provide their personal information, the name and details of the beneficiary, and specify the percentage of benefits each beneficiary will receive.

What is the purpose of b-13 designation of beneficiary?

The purpose of the b-13 designation of beneficiary is to ensure that the benefits from the account or policy are distributed according to the account holder's wishes in case of their death.

What information must be reported on b-13 designation of beneficiary?

The b-13 designation of beneficiary form typically requires information such as the account or policy holder's name, address, social security number, the beneficiary's name, relationship to the account holder, and the percentage of benefits they will receive.

Fill out your b-13 designation of 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