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Beneficiary Designation Form Submit this form to designate beneficiary(IES) for your SDC ERA benefit. Upon your death, eligible beneficiaries may receive benefits, including any unpaid retirement
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How to fill out beneficiary designation form
How to fill out CA SDCERA Beneficiary Designation Form
01
Obtain the CA SDCERA Beneficiary Designation Form from the SDCERA website or office.
02
Read the instructions carefully to understand the information required.
03
Fill in your personal details, including your name, address, and member ID number.
04
Specify your beneficiaries by providing their names, addresses, and relationship to you.
05
Indicate the percentage of benefits each beneficiary will receive (ensure the total equals 100%).
06
Review the completed form for accuracy and completeness.
07
Sign and date the form in the designated areas.
08
Submit the form to the SDCERA office as instructed.
Who needs CA SDCERA Beneficiary Designation Form?
01
Active SDCERA members who wish to designate beneficiaries for their retirement benefits.
02
Retired members who need to update or change their beneficiary information.
03
Former members who still have vested benefits with SDCERA.
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What is CA SDCERA Beneficiary Designation Form?
The CA SDCERA Beneficiary Designation Form is a document used by members of the Sacramento County Employees' Retirement Association (SDCERA) to designate beneficiaries who will receive their retirement benefits or contributions upon their death.
Who is required to file CA SDCERA Beneficiary Designation Form?
Members of the Sacramento County Employees' Retirement Association (SDCERA) who wish to specify their beneficiaries are required to file the CA SDCERA Beneficiary Designation Form.
How to fill out CA SDCERA Beneficiary Designation Form?
To fill out the CA SDCERA Beneficiary Designation Form, members should provide their personal information, including name and contact details, list their designated beneficiaries, and sign the form as required. It's important to follow the instructions provided by SDCERA.
What is the purpose of CA SDCERA Beneficiary Designation Form?
The purpose of the CA SDCERA Beneficiary Designation Form is to ensure that retirement benefits are distributed according to the member's wishes upon their death, allowing for clear identification of beneficiaries.
What information must be reported on CA SDCERA Beneficiary Designation Form?
The form must report the member's personal information (name, address, and contact details), the names and contact information of the designated beneficiaries, and the percentage of benefits each beneficiary will receive if applicable.
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