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403(b) Beneficiary distribution form for a spouse beneficiary Return by mail: Putnam Investments PO Box 219697 Kansas City, MO 641219697Return by express delivery: Putnam Investments 430 W 7th Street

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How to fill out 403b beneficiary distribution form

01

Obtain the 403b beneficiary distribution form from your plan administrator or the financial institution managing your 403b account.

02

Fill out the personal information section including your name, Social Security number, and contact information.

03

Specify the beneficiary details such as their name, relationship to you, and their contact information.

04

Indicate the percentage or amount of the distribution you wish to assign to each beneficiary.

05

Sign and date the form, and make sure to have any required witnesses or notaries sign as well.

06

Submit the completed form to your plan administrator or financial institution for processing.

Who needs 403b beneficiary distribution form?

01

Anyone who has a 403b retirement account and wishes to designate beneficiaries to receive the funds upon their death.

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What is 403b beneficiary distribution form?

The 403b beneficiary distribution form is a document used by beneficiaries of a 403b retirement plan to request the distribution of funds after the account holder's death.

Who is required to file 403b beneficiary distribution form?

Beneficiaries of a deceased 403b account holder are required to file the 403b beneficiary distribution form to claim the benefits.

How to fill out 403b beneficiary distribution form?

To fill out the 403b beneficiary distribution form, beneficiaries must provide their personal information, details of the deceased account holder, and indicate the distribution method they prefer.

What is the purpose of 403b beneficiary distribution form?

The purpose of the 403b beneficiary distribution form is to facilitate the transfer of retirement assets from the deceased account holder's 403b plan to their designated beneficiaries.

What information must be reported on 403b beneficiary distribution form?

The form typically requires information such as the beneficiary's name, Social Security number, address, relationship to the deceased, and account details of the deceased.

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