Get the free massgovmtrs beneficiary designation form for retirees and survivors

For Option A and B Retirees and Survivor Benefit Recipients ONLY ... Option A retiree or survivor of an MRS member, you may use this form to designate the ...

How to fill out massgovmtrs beneficiary designation form

How to fill out massgovmtrs beneficiary designation form:

1. Obtain the form: The massgovmtrs beneficiary designation form can be found on the official website of the Massachusetts Government Employees Retirement System (mass.gov/mtrs), or you can request a copy by contacting their office.
2. Personal Information: Fill in your personal details such as your name, address, date of birth, social security number, and contact information accurately and legibly.
3. Determine beneficiaries: Indicate the names of the primary beneficiaries and their relationship to you. You may need to provide their social security numbers and dates of birth as well. If you have more than one primary beneficiary, specify the percentage or fraction of the benefit that each will receive.
4. Contingent beneficiaries: If you wish to name contingent beneficiaries, who will receive the benefit if the primary beneficiary predeceases you, provide their information in the designated section. Specify the percentages or fractions for each contingent beneficiary, if applicable.
5. Spousal consent (if applicable): If you are married and want to designate someone other than your spouse as the primary beneficiary, your spouse's signature may be required to acknowledge this. Consult the instructions provided with the form to understand the spouse's consent requirements.
6. Witness and notarization: The form usually requires the signatures of two witnesses. Ensure that the witnesses provide their names, addresses, and contact information. Additionally, the form might need to be notarized. Sign the form in the presence of a notary public, who will then authenticate your signature.

Who needs massgovmtrs beneficiary designation form:

1. Massachusetts Government Employees: Any individual who is a member of the Massachusetts Government Employees Retirement System (MTRS) and wishes to designate beneficiaries to receive their retirement benefits upon their passing.
2. MTRS participants with life insurance: Those who have opted for life insurance coverage through MTRS can utilize the beneficiary designation form to name beneficiaries who would receive the life insurance benefits.
3. Individuals with existing beneficiaries: If a member's circumstances or intentions regarding beneficiaries have changed since their previous designation, they may need to update their beneficiaries using the massgovmtrs beneficiary designation form.

Note: It is recommended to consult with MTRS or seek legal advice to understand the specific requirements and implications of designating beneficiaries through the massgovmtrs beneficiary designation form.

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What is massgovmtrs beneficiary designation form?

The massgovmtrs beneficiary designation form is a document that allows members of the Massachusetts Teachers' Retirement System (MTRS) to designate beneficiaries to receive retirement benefits upon their death.

Who is required to file massgovmtrs beneficiary designation form?

All members of the Massachusetts Teachers' Retirement System are required to file the massgovmtrs beneficiary designation form in order to designate beneficiaries for their retirement benefits.

How to fill out massgovmtrs beneficiary designation form?

To fill out the massgovmtrs beneficiary designation form, members of the Massachusetts Teachers' Retirement System should provide their personal information, such as name, address, and identification number, and then list the beneficiaries they wish to designate.

What is the purpose of massgovmtrs beneficiary designation form?

The purpose of the massgovmtrs beneficiary designation form is to ensure that members of the Massachusetts Teachers' Retirement System have the opportunity to specify who will receive their retirement benefits upon their death.

What information must be reported on massgovmtrs beneficiary designation form?

Members of the Massachusetts Teachers' Retirement System must report their personal information, such as name, address, and identification number, as well as provide the names and contact information of the beneficiaries they wish to designate.