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Health Reimbursement Arrangement (HRA) Beneficiary Designation Form Section A: General Information: Employer (District) Name: Employee Name (Last, First, M.I.):Social Security #:Address: City:State:Home
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How to fill out hra beneficiary designation form

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How to fill out hra beneficiary designation form

01
Fill out personal information section including name, address, and contact details.
02
Specify the desired beneficiary by providing their name, relationship to you, and their contact information.
03
Indicate the percentage or specific amount of funds you wish to designate to the beneficiary.
04
Sign and date the form to make it legally binding.

Who needs hra beneficiary designation form?

01
Individuals who have a Health Reimbursement Arrangement (HRA) account and want to designate a beneficiary to receive the funds in case of their death.
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The hra beneficiary designation form is a document that allows an individual to specify who will receive their Health Reimbursement Arrangement (HRA) funds upon their death.
Any individual who has a Health Reimbursement Arrangement (HRA) account may be required to file a beneficiary designation form.
To fill out the hra beneficiary designation form, you will need to provide your personal information, the name of your chosen beneficiary, and the percentage of the funds they will receive.
The purpose of the hra beneficiary designation form is to ensure that your HRA funds are distributed according to your wishes after your death.
The hra beneficiary designation form will require personal information such as your name, address, contact information, as well as the name and contact information of your chosen beneficiary.
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