Get the free Active/Inactive Teacher Beneficiary Form

CT TEACHERS RETIREMENT BOARD 765 ASYLUM AVENUE HARTFORD, CT 06105-2822 Toll-Free 1-800-504-1102 (860) 241-8400 Fax (860) 241-9295 www.ct.gov/trb ACTIVE/INACTIVE TEACHER BENEFICIARY FORM Section 10-183(h)

How to fill out activeinactive teacher beneficiary form

How to fill out activeinactive teacher beneficiary form:

1. Start by obtaining a copy of the activeinactive teacher beneficiary form. This form is typically provided by your employer or the organization managing your teacher benefits.
2. Read through the instructions thoroughly to understand the purpose of the form and the information required.
3. Begin by entering your personal information. This will typically include your full name, employee identification number, date of birth, and contact information.
4. Next, provide the necessary details about your designated beneficiary. This includes their full name, relationship to you, date of birth, and contact information.
5. Indicate the type of beneficiary designation you are making. This could be primary, contingent, or both. Primary beneficiaries receive the benefits first, while contingent beneficiaries receive the benefits if the primary beneficiaries are not able to. Verify the percentages or allocation you want to assign to each beneficiary, if applicable.
6. If you have any special instructions or wishes regarding the distribution of your benefits, include them in the designated section or attach an additional document.
7. Review the form for accuracy and completeness. Make sure all required fields are filled out and any necessary supporting documentation is included.
8. Sign and date the form where indicated. Some forms may require a witness or notary signature, so ensure you follow the instructions accordingly.
9. Make a copy of the completed form for your records and submit the original to the designated recipient or organization responsible for processing teacher beneficiary forms.

Who needs activeinactive teacher beneficiary form?

1. Teachers who are currently employed or have retired from a teaching position typically need to fill out the activeinactive teacher beneficiary form.
2. This form is important for establishing who will receive any benefits, such as pension or life insurance, in the event of the teacher's death or incapacitation.
3. It is crucial for teachers to designate their beneficiaries to ensure that their wishes are followed and that their loved ones are taken care of financially.
4. Teachers of all age groups, from early childhood to higher education, may need to fill out this form depending on the specific benefits provided by their employer or institution.
5. Retired teachers who are still eligible for certain benefits from their previous school or district may also need to complete this form to update their beneficiary information.

For pdfFiller’s FAQs

What is activeinactive teacher beneficiary form?

Active/Inactive Teacher Beneficiary Form is a form used to designate beneficiaries for a teacher's retirement benefits in the event of their death.

Who is required to file activeinactive teacher beneficiary form?

All teachers who are eligible for retirement benefits and wish to designate beneficiaries must file the Active/Inactive Teacher Beneficiary Form.

How to fill out activeinactive teacher beneficiary form?

To fill out the Active/Inactive Teacher Beneficiary Form, teachers must provide their personal information, details of their chosen beneficiaries, and signature.

What is the purpose of activeinactive teacher beneficiary form?

The purpose of the Active/Inactive Teacher Beneficiary Form is to ensure that teachers' retirement benefits are passed on to their chosen beneficiaries upon their death.

What information must be reported on activeinactive teacher beneficiary form?

The Active/Inactive Teacher Beneficiary Form requires personal information of the teacher, details of beneficiaries, and signature.

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