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Municipal Employees Retirement System of Michigan 1134 Municipal Way Lansing, MI 48917 800.767.2308 Fax: 517.703.9706 www.mersofmich.comCertification of Trust Please print clearly Retain a copy for
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How to fill out defined contribution beneficiary designation

01
Obtain the necessary form for beneficiary designation from your retirement plan provider or employer.
02
Fill in your personal information such as your name, date of birth, and Social Security number.
03
Specify the percentage or dollar amount each beneficiary should receive.
04
Provide the relationship of each beneficiary to you, such as spouse, child, or sibling.
05
Review the completed form for accuracy and sign and date it to make it legally binding.
06
Keep a copy of the beneficiary designation form for your records and submit the original to your retirement plan provider.

Who needs defined contribution beneficiary designation?

01
Individuals who have a defined contribution retirement account, such as a 401(k) or IRA, should consider filling out a beneficiary designation.
02
It is especially important for those who want to ensure that their retirement savings are passed on to specific individuals or charities upon their death.
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Defined contribution beneficiary designation is a form that allows individuals to choose who will receive their retirement account funds upon their death.
Individuals with retirement accounts, such as 401(k)s or IRAs, are required to file a defined contribution beneficiary designation form.
To fill out a defined contribution beneficiary designation form, individuals must specify the percentage of their retirement account funds that each beneficiary will receive.
The purpose of defined contribution beneficiary designation is to ensure that individuals have control over who will inherit their retirement account funds.
On a defined contribution beneficiary designation form, individuals must report the full name, date of birth, and relationship to the beneficiary.
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