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Beneficiary Designation Governmental 457(b) Plan Wisconsin Deferred Compensation Program 98971-01 For My Information ? ? A For questions regarding this form, visit the Website at www.wdc457.org or

How to fill out beneficiary designation governmental 457b

How to fill out beneficiary designation governmental 457b?

1. Obtain the beneficiary designation form from your employer or plan administrator. This form is usually specific to the governmental 457b plan.
2. Fill in your personal information, including your full name, address, and social security number. Make sure to provide accurate and up-to-date information.
3. Identify the primary beneficiary by providing their full name, relationship to you, and their contact information.
4. If you wish to designate multiple primary beneficiaries, indicate the percentage or fraction of the plan benefits each beneficiary should receive.
5. Consider designating contingent beneficiaries. These are individuals who would receive your plan benefits if the primary beneficiary is unable to do so. Provide their full names, relationships, and contact information.
6. Specify the percentage or fraction of the plan benefits each contingent beneficiary should receive.
7. Review the completed form for accuracy and completeness. Ensure that all necessary fields are filled out and all information is correct.
8. Sign and date the form. Some forms may require a witness signature or notarization.
9. Submit the completed form to your employer or plan administrator. Keep a copy for your records.

Who needs beneficiary designation governmental 457b?

1. Employees who have a governmental 457b plan should consider filling out a beneficiary designation form.
2. It is especially important for individuals who have dependent family members or individuals they wish to leave their plan benefits to after their passing.
3. Designating beneficiaries ensures that the plan benefits are distributed according to your wishes and can help avoid potential conflicts or delays in the future.

For pdfFiller’s FAQs

What is beneficiary designation governmental 457b?

Beneficiary designation governmental 457b is a form that allows participants in a governmental 457b retirement plan to specify who will receive their account balance in the event of their death.

Who is required to file beneficiary designation governmental 457b?

Participants in a governmental 457b retirement plan are required to file beneficiary designation forms.

How to fill out beneficiary designation governmental 457b?

Participants can fill out beneficiary designation forms by providing the name, relationship, and contact information of their chosen beneficiary.

What is the purpose of beneficiary designation governmental 457b?

The purpose of beneficiary designation governmental 457b is to ensure that a participant's retirement account balance goes to the intended recipient in the event of their death.

What information must be reported on beneficiary designation governmental 457b?

The beneficiary's name, relationship to the participant, and contact information must be reported on beneficiary designation governmental 457b.

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