Get the free wrs alternate beneficiary form fillable et 2321 - etf wi

Wisconsin Department of Employee Trust Funds P.O. Box 7931 Madison, WI 53707-7931 ETF.WI.gov 1-877-533-5020 (toll-free) Beneficiary Designation Alternate Complete if applicable Beneficiary of: Wis.

How to fill out wrs alternate beneficiary form

How to Fill Out WRS Alternate Beneficiary Form:

1. Start by obtaining the WRS alternate beneficiary form. You can find this form on the official website of the Wisconsin Retirement System (WRS) or request a copy from your WRS representative.
2. Read the instructions carefully. The instructions will provide guidance on how to properly complete the form and ensure that all necessary information is included.
3. Begin by entering your personal information in the designated fields. This may include your full name, address, Social Security number, and contact details.
4. Identify the primary beneficiary. The primary beneficiary is the person who will receive your WRS benefits if you pass away. Provide their full name, relationship to you, and contact information.
5. Specify the alternate beneficiary. The alternate beneficiary is the person who will receive your benefits if the primary beneficiary is unable or chooses not to receive them. Include their complete details, including their relationship to you and their contact information.
6. Check if you want the alternate beneficiary to receive an equal share of the benefits or a specific percentage. This allows you to determine how the benefits will be distributed among multiple alternate beneficiaries, if applicable.
7. Sign and date the form. Ensure that you sign your full legal name and provide the date of signing. Unsigned or undated forms may be considered invalid.
8. Submit the form as instructed. It may need to be sent to a specific WRS office or individual, so carefully follow the submission instructions provided with the form.

Who Needs WRS Alternate Beneficiary Form:

1. WRS participants who want to designate who will receive their retirement benefits if the primary beneficiary is unable or chooses not to receive them.
2. Individuals who have a vested interest in the WRS and want to ensure that their benefits are distributed according to their wishes in the event of their death.
3. Participants who want to update their previous beneficiary designations or make changes to their existing alternate beneficiary designation.

Overall, completing the WRS alternate beneficiary form is important for WRS participants who wish to have control over the distribution of their retirement benefits and ensure that their wishes are followed after their passing.

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What is wrs alternate beneficiary form?

The WRS alternate beneficiary form is a document that allows a participant in the Wisconsin Retirement System to designate a secondary beneficiary in case the primary beneficiary predeceases them.

Who is required to file wrs alternate beneficiary form?

Any participant in the Wisconsin Retirement System who wishes to designate an alternate beneficiary should file the form.

How to fill out wrs alternate beneficiary form?

To fill out the WRS alternate beneficiary form, the participant must provide personal information, the name of the primary beneficiary, and the name of the alternate beneficiary.

What is the purpose of wrs alternate beneficiary form?

The purpose of the WRS alternate beneficiary form is to ensure that if the primary beneficiary is unable to receive the benefits, the participant's chosen alternate beneficiary will receive them.

What information must be reported on wrs alternate beneficiary form?

The WRS alternate beneficiary form requires personal information of the participant, the name of the primary beneficiary, and the name of the alternate beneficiary.