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STEAMSHIP TRADE ASSOCIATION OF BALTIMORE INTERNATIONAL LONGSHOREMEN\'S ASSOCIATION (AFL CIO)
SEVERANCE AND ANNUITY PLAN
BENEFICIARY DESIGNATION
SECTION I GENERAL INFORMATION
PARTICIPANT NAME (Last,
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How to fill out severance-and-annuity-fund-designation-of-beneficiary

How to fill out severance-and-annuity-fund-designation-of-beneficiary
01
Obtain the severance and annuity fund designation of beneficiary form from the plan administrator or employer.
02
Fill in your personal information including your full name, date of birth, and social security number.
03
Specify the percentage or amount of the benefit you wish to assign to each beneficiary.
04
Include the full name, relationship to you, date of birth, and social security number of each designated beneficiary.
05
Sign and date the form in the presence of a witness or notary public.
06
Submit the completed form to the plan administrator or employer for processing.
Who needs severance-and-annuity-fund-designation-of-beneficiary?
01
Anyone who has a severance and annuity fund as part of their employment benefits and wishes to designate beneficiaries to receive the funds in the event of their death.
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What is severance-and-annuity-fund-designation-of-beneficiary?
This form allows a participant to designate who will receive the benefits from their severance and annuity fund upon their death.
Who is required to file severance-and-annuity-fund-designation-of-beneficiary?
All participants in a severance and annuity fund are required to file this form.
How to fill out severance-and-annuity-fund-designation-of-beneficiary?
The form can typically be filled out online or through paper form provided by the fund administrator. The participant needs to provide their personal information as well as the information of the designated beneficiary.
What is the purpose of severance-and-annuity-fund-designation-of-beneficiary?
The purpose is to ensure that the benefits from the fund are distributed according to the participant's wishes in the event of their death.
What information must be reported on severance-and-annuity-fund-designation-of-beneficiary?
The form typically requires the participant's name, address, social security number, and the beneficiary's name, relationship, and contact information.
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