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PRIMERICA SHAREHOLDER SERVICES 403(b) OWNER DECEASED, ESTATE BENEFICIARY REQUESTS REDEMPTION FORM(THIS PAGE RETAINED BY THE LEGAL REPRESENTATIVE) REDEMPTION/TRANSFER AMOUNT Please check the box to
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How to fill out 403b beneficiary distribution form

01
Obtain the 403b beneficiary distribution form from your plan administrator or online.
02
Provide your personal information including name, address, social security number, and contact information.
03
Specify the percentage or amount you wish to allocate to each beneficiary.
04
Include the beneficiaries' names, addresses, social security numbers, and relationship to you.
05
Sign and date the form, and have it witnessed or notarized if required.
06
Submit the completed form to your plan administrator for processing.

Who needs 403b beneficiary distribution form?

01
Anyone who has a 403b retirement account and wants to designate beneficiaries to receive the funds upon their passing.
02
It is important for individuals with 403b accounts to fill out this form to ensure that their assets are distributed according to their wishes.
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The 403b beneficiary distribution form is a document used to specify how the assets in a 403b retirement account should be distributed to the designated beneficiary upon the account holder's death.
The beneficiary of a 403b account is required to file the beneficiary distribution form in order to claim the assets in the account.
To fill out the 403b beneficiary distribution form, the beneficiary will need to provide their personal information, details about the deceased account holder, and specify how they would like to receive the assets.
The purpose of the 403b beneficiary distribution form is to ensure that the assets in the account are distributed according to the wishes of the deceased account holder and to the designated beneficiary.
The 403b beneficiary distribution form must include the beneficiary's personal information, the details of the deceased account holder, and the distribution options chosen by the beneficiary.
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