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FRS INVESTMENT PLAN ACKNOWLEDGEMENT OF BENEFICIARY Designations 4 digits of Last Rebirth DateDaytime Telephone Mobile Telephone((//)First NameMIPersonal Email:)You recently completed your beneficiary
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How to fill out frs investment plan beneficiary

01
Obtain the necessary forms from the Florida Retirement System (FRS) website or office.
02
Fill out the beneficiary section accurately with the full name, relationship, date of birth, and contact information of the individual(s) you wish to designate.
03
Review the completed form for any errors or missing information before submitting it.
04
Ensure that you have signed and dated the form in the appropriate section.
05
Submit the form according to the instructions provided by FRS, whether online, by mail, or in person.

Who needs frs investment plan beneficiary?

01
Anyone who is enrolled in the Florida Retirement System (FRS) and wants to designate beneficiaries for their investment plan needs to fill out the FRS investment plan beneficiary form.
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The FRS Investment Plan beneficiary refers to the individual or individuals you designate to receive your benefits from the Florida Retirement System (FRS) Investment Plan in the event of your death.
All participants in the FRS Investment Plan are required to file a beneficiary designation form to ensure their benefits are distributed according to their wishes.
To fill out the FRS Investment Plan beneficiary form, you will need to provide your personal information, specify your beneficiary's details, and sign the form to finalize your designation.
The purpose of the FRS Investment Plan beneficiary designation is to ensure that your retirement savings are passed on to your chosen beneficiaries after your death.
The information that must be reported includes the participant's name, Social Security number, date of birth, contact information, and the beneficiaries' names, Social Security numbers, dates of birth, and their relationships to the participant.
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