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Beneficiary Designation
Governmental 457(b) Plan
Massachusetts Deferred Compensation SMART Plan Mandatory OBRA9896602For My Information
For questions regarding this form, visit the website at www.masssmart.com
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How to fill out obra - beneficiary designation
How to fill out obra - beneficiary designation
01
Obtain the necessary form for the obra - beneficiary designation.
02
Fill in your full name, address, and other contact information as requested on the form.
03
Clearly identify the beneficiary by providing their full name, relationship to you, and contact information.
04
Specify the percentage or amount of the benefit that the beneficiary is entitled to receive.
05
Sign and date the form in the designated areas to make the designation legally valid.
Who needs obra - beneficiary designation?
01
Anyone who has an obra account or retirement plan that allows for beneficiary designations.
02
Individuals who want to ensure that their assets are distributed according to their wishes upon their passing.
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What is obra - beneficiary designation?
Obra - beneficiary designation is a form used to designate who should receive any remaining funds in your retirement account if you were to pass away.
Who is required to file obra - beneficiary designation?
Anyone with a retirement account such as a 401(k), 403(b), or IRA is required to file obra - beneficiary designation.
How to fill out obra - beneficiary designation?
You can fill out obra - beneficiary designation by obtaining the form from your retirement account provider, filling in the required information, and submitting it back to them.
What is the purpose of obra - beneficiary designation?
The purpose of obra - beneficiary designation is to ensure that your retirement account funds are distributed to the person or people you want to receive them in the event of your death.
What information must be reported on obra - beneficiary designation?
On obra - beneficiary designation, you must report the full name, date of birth, relationship to you, and percentage of the account each beneficiary should receive.
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