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Get the free PENSION MEMBER & BENEFICIARY UPDATE FORM

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Guardian Life Centre, 12 Trafalgar Road, P.O. Box 408, KINGSTON 5 Ph: 9274105EMPLOYEE BENEFITS DIVISIONPENSION MEMBER & BENEFICIARY UPDATE FORM EB 289 Please the section(s) you wish to update.SECTION
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01
Obtain the pension member & beneficiary form from the appropriate organization or retirement plan administrator.
02
Fill in your personal information as the pension member, including your name, address, date of birth, and Social Security number.
03
Provide information about your beneficiaries, including their names, addresses, and relationship to you.
04
Indicate the percentage of the pension benefits you would like each beneficiary to receive.
05
Sign and date the form, and make a copy for your records before submitting it to the proper authority.

Who needs pension member amp beneficiary?

01
Anyone who is a member of a pension plan or retirement fund and wishes to designate beneficiaries to receive their pension benefits upon their passing.
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A pension member is an individual who is enrolled in a pension plan and accumulates benefits through contributions and service years. A beneficiary is a person designated to receive benefits from the pension plan upon the member's retirement or death.
Typically, pension plan administrators or the plan sponsors are required to file pension member and beneficiary information to ensure that proper records are maintained and benefits are distributed as intended.
To fill out the pension member and beneficiary form, one should provide personal information including the member's name, address, social security number, and the names and details of beneficiaries along with their relationship to the member.
The purpose of the pension member and beneficiary form is to establish clear records of who will receive pension benefits and to ensure that benefits are distributed according to the member's wishes and legal requirements.
The information that must be reported includes the member's personal details, contributions, retirement date, beneficiary names, relationships, social security numbers, and contact information.
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