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Municipal Employees Retirement System of Michigan 800.767.MERS (6377) www.mersofmich.comDefined Contribution Spousal Beneficiary Claim Request Form Do this online! Log in to your Myers account from
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How to fill out defined benefit beneficiary change
How to fill out defined benefit beneficiary change
01
Obtain the necessary form from the plan administrator
02
Fill out the form with required information such as your name, address, Social Security number, relationship to the beneficiary, and the beneficiary's information
03
Sign and date the form as indicated
04
Submit the completed form to the plan administrator
Who needs defined benefit beneficiary change?
01
Individuals who have a defined benefit plan and wish to change the designated beneficiary
02
Those who have experienced a change in circumstances or relationships that require updating the beneficiary designation
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What is defined benefit beneficiary change?
Defined benefit beneficiary change is a form that allows a participant in a defined benefit plan to update the beneficiary designations for their plan benefits.
Who is required to file defined benefit beneficiary change?
Any participant in a defined benefit plan who wishes to update their beneficiary designations is required to file a defined benefit beneficiary change form.
How to fill out defined benefit beneficiary change?
To fill out a defined benefit beneficiary change form, the participant must provide their personal information, the information of the new beneficiaries, and sign and date the form.
What is the purpose of defined benefit beneficiary change?
The purpose of defined benefit beneficiary change is to ensure that the participant's plan benefits are distributed according to their wishes in the event of their death.
What information must be reported on defined benefit beneficiary change?
The defined benefit beneficiary change form must include the participant's personal information, the information of the new beneficiaries, and the participant's signature.
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