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Mid-America Carpenters Regional Council
Supplemental Retirement Fund
12 E. Erie Street Chicago, IL 60611
(312) 7879455, Phone Option 4×began×SUPPLEMENTAL RETIREMENT FUND BENEFICIARY DESIGNATION
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How to fill out beneficiary designation form
How to fill out beneficiary designation form
01
Obtain a beneficiary designation form from your insurance company or retirement account provider.
02
Fill out your personal information such as name, address, and account number.
03
Specify the percentage or specific amount you want each beneficiary to receive.
04
Include the relationship of each beneficiary to you (e.g. spouse, child, sibling).
05
Sign and date the form in the presence of a witness if required.
06
Return the completed form to your insurance company or retirement account provider.
Who needs beneficiary designation form?
01
Anyone who holds an insurance policy or retirement account with designated beneficiaries should fill out a beneficiary designation form.
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What is beneficiary designation form?
Beneficiary designation form is a document that allows an individual to specify who will receive their assets upon their death, such as life insurance proceeds or retirement account funds.
Who is required to file beneficiary designation form?
Anyone who has assets with beneficiaries, such as a life insurance policy or retirement account, is required to file a beneficiary designation form to ensure that their assets are distributed according to their wishes.
How to fill out beneficiary designation form?
To fill out a beneficiary designation form, you will need to provide information such as the name and contact information of the beneficiary, their relationship to you, and the percentage of the assets they should receive. You may also need to include contingent beneficiaries in case the primary beneficiary predeceases you.
What is the purpose of beneficiary designation form?
The purpose of the beneficiary designation form is to ensure that your assets are distributed according to your wishes upon your death. By designating specific beneficiaries, you can avoid potential disputes among family members and ensure that your assets go to the intended recipients.
What information must be reported on beneficiary designation form?
The information that must be reported on a beneficiary designation form includes the name and contact information of the beneficiary, their relationship to you, and the percentage of the assets they should receive. You may also need to include contingent beneficiaries in case the primary beneficiary predeceases you.
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