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2017 VOLUNTARY EARLY SEVERANCE INCENTIVE PROGRAM (VE SIP) BENEFICIARY DESIGNATION Name of Employee: (Please Print or Type) Social Security Number:___ Designation of Primary and Contingent Beneficiaries:
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How to fill out calpers 457 beneficiary form
How to fill out calpers 457 beneficiary form
01
Contact your CalPERS 457 plan administrator to request the beneficiary form.
02
Fill in your personal information including your name, address, and Social Security number.
03
List the beneficiaries you wish to designate, including their names, addresses, and relationship to you.
04
Specify the percentage each beneficiary should receive.
05
Sign and date the form, and have it witnessed if required.
06
Submit the completed form to your CalPERS 457 plan administrator for processing.
Who needs calpers 457 beneficiary form?
01
Individuals who have a CalPERS 457 retirement savings plan and want to designate beneficiaries to receive the funds in the event of their death.
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What is calpers 457 beneficiary form?
CalPERS 457 beneficiary form is a form that allows a participant in the CalPERS 457 Plan to designate who will receive their account balance in the event of their death.
Who is required to file calpers 457 beneficiary form?
All participants in the CalPERS 457 Plan are required to file a beneficiary form to ensure that their account balance is distributed according to their wishes.
How to fill out calpers 457 beneficiary form?
Participants can fill out the CalPERS 457 beneficiary form by providing their personal information, as well as the information of their chosen beneficiaries.
What is the purpose of calpers 457 beneficiary form?
The purpose of the CalPERS 457 beneficiary form is to specify who will receive the participant's account balance in the event of their death.
What information must be reported on calpers 457 beneficiary form?
The CalPERS 457 beneficiary form requires the participant to provide their personal information, as well as the information of their chosen beneficiaries, including their names, relationship to the participant, and percentage of the account balance that they will receive.
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