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Municipal Employees Retirement System of Michigan 800.767.MERS (6377) www.mersofmich.com457 NonSpousal Beneficiary Distribution Request Form Do this online! Log in to your myMERS account from www.mersofmich.com

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How to fill out 457 non-spousal beneficiary distribution

01

Obtain the necessary paperwork from the plan administrator.

02

Fill out the beneficiary distribution form with the required information, including your personal details and the details of the deceased account holder.

03

Indicate the amount or percentage you are requesting as a distribution.

04

Submit the completed form to the plan administrator for processing.

Who needs 457 non-spousal beneficiary distribution?

01

Individuals who have been designated as beneficiaries of a 457 plan but are not the spouse of the deceased account holder.

02

Beneficiaries who are entitled to receive distributions from a 457 plan after the death of the account holder.

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What is 457 non-spousal beneficiary distribution?

A 457 non-spousal beneficiary distribution refers to the withdrawal of funds from a 457 retirement plan by a beneficiary who is not the spouse of the deceased account holder. This distribution allows the beneficiary to access the funds while adhering to specific tax implications and distribution rules.

Who is required to file 457 non-spousal beneficiary distribution?

The beneficiary of the deceased account holder is required to file for the 457 non-spousal beneficiary distribution. This includes individuals who are named as beneficiaries in the account holder's estate plan or will.

How to fill out 457 non-spousal beneficiary distribution?

To fill out the 457 non-spousal beneficiary distribution, beneficiaries should complete the necessary forms provided by the 457 plan administrator, which typically include personal information, details about the deceased, and the amount to be withdrawn. It is essential to follow any specific instructions outlined by the plan.

What is the purpose of 457 non-spousal beneficiary distribution?

The purpose of the 457 non-spousal beneficiary distribution is to allow beneficiaries to receive and manage the assets of a deceased account holder's 457 plan, facilitating financial stability and planning after the account holder's death.

What information must be reported on 457 non-spousal beneficiary distribution?

The information that must be reported includes the beneficiary's personal details, the deceased account holder's information, the total amount being distributed, and any relevant tax identification numbers or account numbers.

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