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CLEARPRINTBeneficiary Designation Form for IRA and 403(b)(7) AccountsPage 1 of 7Investment Advisor (\"IA\") Information (This portion to be completed by IA.) IA Firm Name (Please print.) IA Master

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How to fill out beneficiary designation form for

01

Obtain a beneficiary designation form from your financial institution or insurance company.

02

Fill out your personal information, including your name, address, and contact information.

03

Identify the beneficiaries by providing their full names, addresses, and relationship to you.

04

Specify the percentage of the proceeds each beneficiary will receive.

05

Sign and date the form, and make a copy for your records.

06

Submit the completed form to your financial institution or insurance company.

Who needs beneficiary designation form for?

01

Anyone who has a life insurance policy, retirement account, or investment account that allows for beneficiary designations should fill out a beneficiary designation form.

02

It is important for individuals to designate beneficiaries to ensure that their assets are distributed according to their wishes in the event of their death.

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What is beneficiary designation form for?

The beneficiary designation form is used to specify who will receive benefits, assets, or property upon the death of the account holder or policyholder.

Who is required to file beneficiary designation form for?

Individuals who have assets subject to beneficiary designation, such as retirement accounts, life insurance policies, and certain bank accounts, are required to file this form.

How to fill out beneficiary designation form for?

To fill out the beneficiary designation form, provide personal information such as your name and contact details, specify the beneficiaries' names, relationships, and social security numbers, and sign the form as required.

What is the purpose of beneficiary designation form for?

The purpose of the beneficiary designation form is to ensure that assets are transferred according to the account holder's wishes after their death, simplifying the probate process.

What information must be reported on beneficiary designation form for?

The information typically required includes the account holder's details, the beneficiary's details, the percentage of assets to be distributed, and any contingent beneficiaries.

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