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Beneficiary Designation (for Active, Deferred and Terminated Members)Address: 100 Marine Parkway | Suite 125 Redwood City, CA 94065 Phone: (650) 5991234 TollFree: (800) 3390761 Fax: (650) 5911488

How to fill out samcera beneficiary designation form

How to fill out samcera beneficiary designation form

1. To fill out the SAMCERA beneficiary designation form, follow these steps:
2. Begin by writing your full name and contact information at the top of the form.
3. Provide the details of your designated primary beneficiary, including their full name, relationship to you, and contact information.
4. If you have multiple primary beneficiaries, clearly specify the percentage of the benefit each person should receive.
5. If you have any contingent beneficiaries, list their details next. Contingent beneficiaries only receive the benefit if the primary beneficiary is unable to.
6. Indicate the relationship between yourself and the contingent beneficiaries.
7. Make sure to sign and date the form at the bottom to validate your beneficiary designation.
8. Keep a copy of the form for your records, and submit the original to SAMCERA.

Who needs samcera beneficiary designation form?

1. Anyone who is a member of the San Mateo County Employees' Retirement Association (SAMCERA) and wishes to designate beneficiaries for their retirement benefits needs the SAMCERA beneficiary designation form.
2. This form ensures that upon the member's death, their retirement benefits are distributed according to their wishes and to the designated beneficiaries.

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What is samcera beneficiary designation form?

The SAMCERA beneficiary designation form is a document used by members of the Santa Clara County Employees Retirement Association to designate individuals or entities to receive benefits in the event of the member's death.

Who is required to file samcera beneficiary designation form?

All active and retired members of SAMCERA are required to file the beneficiary designation form to ensure their benefits are distributed according to their wishes.

How to fill out samcera beneficiary designation form?

To fill out the SAMCERA beneficiary designation form, members must provide their personal information, list their beneficiaries' names, relationships, and the percentage of benefits each beneficiary should receive.

What is the purpose of samcera beneficiary designation form?

The purpose of the SAMCERA beneficiary designation form is to enable members to specify who will receive their retirement benefits upon their death, reducing potential disputes among heirs.

What information must be reported on samcera beneficiary designation form?

The form must include the member's name, identification number, beneficiary names, their relationship to the member, and the allocation of benefits expressed in percentage.