Get the free Retiree Beneficiary Designation form (02-822a) - doa alaska

Alaska Di vi ts ENEF dB an f Retirement no t so Retiree Beneficiary Designation FOR OFFICE USE ONLY (Last Check and Account Balance) Division of Retirement and Benefits Juneau: (907) 465-4460 Toll-Free:

How to fill out retiree beneficiary designation form

How to fill out retiree beneficiary designation form:

1. Obtain the retiree beneficiary designation form from the appropriate authority or organization. This may be your employer, retirement plan administrator, or insurance company.
2. Read the instructions carefully and gather all necessary information. This typically includes personal details such as your full name, address, date of birth, and social security number.
3. Identify the retiree or policyholder for whom you are designating a beneficiary. Provide their full name, contact information, and any other requested details.
4. Specify the relationship between the retiree and the designated beneficiary. Common options may include spouse, child, sibling, or other dependent.
5. Indicate the percentage or share of benefits you would like to allocate to the beneficiary. This can be specified using percentages or fractions. Ensure the total adds up to 100% if designating multiple beneficiaries.
6. Consider naming contingent beneficiaries. These individuals would receive the benefits if the primary beneficiary predeceases the retiree or if there are any other circumstances that prevent them from receiving the benefits.
7. Sign and date the retiree beneficiary designation form in the allocated spaces. Some forms may also require witnesses or a notary public's signature for validation.
8. Make copies of the completed form for your own records and submit the original to the appropriate authority or organization, as instructed.

Who needs retiree beneficiary designation form?

1. Employees who are retiring and have retirement plans, such as 401(k), pension, or other forms of qualifying accounts or policies, usually need to fill out a retiree beneficiary designation form. This ensures that their chosen beneficiaries will receive the benefits in the event of their death.
2. Individuals who have qualified for retiree benefits from their former employers, such as health insurance coverage or life insurance, may also need to complete a retiree beneficiary designation form to specify who will receive these benefits after their passing.
3. Policyholders who have purchased private retirement plans or insurance policies may require a retiree beneficiary designation form to determine the recipient of their policy's death benefits.

Note: The specific requirements and procedures for filling out a retiree beneficiary designation form may vary depending on the organization and the particular retirement plan or policy. It is always best to consult the instructions provided with the form and seek assistance from relevant authorities if needed.

For pdfFiller’s FAQs

What is retiree beneficiary designation form?

Retiree beneficiary designation form is a form used to designate who will receive retirement benefits in the event of the retiree's death.

Who is required to file retiree beneficiary designation form?

Retirees who have retirement benefits from an employer-sponsored plan are required to file the retiree beneficiary designation form.

How to fill out retiree beneficiary designation form?

The retiree must fill out the form with their personal information and the information of their chosen beneficiary. The form must be signed and dated.

What is the purpose of retiree beneficiary designation form?

The purpose of the retiree beneficiary designation form is to ensure that retirement benefits are distributed according to the retiree's wishes in the event of their death.

What information must be reported on retiree beneficiary designation form?

The retiree must report their personal information, such as name and contact information, as well as the information of their chosen beneficiary, including their relationship to the retiree.

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