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Retirement Plans Beneficiary Designation Form ** THIS FORM MUST BE RETURNED ** (Send to RSC Mailbox or Fax at the bottom of this document) The following form shall be used to designate your beneficiary(IES)

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How to fill out retirement plans beneficiary designation

01

Contact your retirement plan administrator to obtain the necessary forms for beneficiary designation.

02

Fill out the forms with the full legal name, date of birth, relationship to you, and percentage of the benefit each beneficiary should receive.

03

Review the forms carefully to ensure accuracy and completeness before submitting them to the plan administrator.

04

Keep a copy of the completed forms for your records and make any updates as needed when your circumstances change.

Who needs retirement plans beneficiary designation?

01

Anyone with a retirement plan, such as a 401(k) or IRA, should consider designating beneficiaries.

02

This ensures that your retirement savings are distributed according to your wishes in the event of your death.

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What is retirement plans beneficiary designation?

Retirement plans beneficiary designation is a form that allows the account holder to designate who will receive the assets in their retirement account upon their death.

Who is required to file retirement plans beneficiary designation?

Anyone with a retirement account, such as an IRA or 401(k), is required to file a beneficiary designation form.

How to fill out retirement plans beneficiary designation?

To fill out a retirement plans beneficiary designation, you must provide the name and contact information of the beneficiary, their relationship to you, and the percentage of the account they will receive.

What is the purpose of retirement plans beneficiary designation?

The purpose of retirement plans beneficiary designation is to ensure that your assets are distributed according to your wishes upon your death, without having to go through probate.

What information must be reported on retirement plans beneficiary designation?

On a retirement plans beneficiary designation form, you must report the name, contact information, relationship to you, and percentage allocation of each beneficiary.

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