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Form 6035Print FormRevised 04/2024Beneficiary and Payment Option Change NOTICE: Retired members may be eligible to make changes to their account beneficiary and/or payment option under certain conditions.

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How to fill out beneficiary and payment option

01

Start by providing the full name and contact information of the beneficiary.

02

Specify the relationship of the beneficiary to the account holder.

03

Include the date of birth and social security number of the beneficiary, if applicable.

04

Select the payment option, such as direct deposit or check delivery.

05

Provide the necessary bank or mailing information for the selected payment option.

Who needs beneficiary and payment option?

01

Anyone who wants to designate a specific individual to receive benefits or funds in the event of their death.

02

Those who wish to choose a preferred method of payment for any accrued benefits or funds.

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What is beneficiary and payment option?

Beneficiary and payment option is a form used to designate who will receive certain assets or payments in case of death or incapacity.

Who is required to file beneficiary and payment option?

Individuals who have assets or payments that they want to designate a beneficiary for are required to file beneficiary and payment option.

How to fill out beneficiary and payment option?

Beneficiary and payment option forms can usually be filled out online or in person by providing the necessary information such as name of beneficiary, relationship, and percentage of assets or payments to be received.

What is the purpose of beneficiary and payment option?

The purpose of beneficiary and payment option is to ensure that assets or payments are distributed according to the wishes of the account holder in case of death or incapacity.

What information must be reported on beneficiary and payment option?

Information such as name of beneficiary, relationship, and percentage of assets or payments to be received must be reported on beneficiary and payment option.

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