Get the free Non-Spousal Beneficiary Claim Request Form - MERS

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Municipal Employees Retirement System of Michigan 800.767.MERS (6377) www.mersofmich.comDefined Contribution NonSpousal Beneficiary Claim Request Form Do this online! Log in to your myMERS account

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How to fill out non-spousal beneficiary claim request

01

Gather all necessary documentation, such as a death certificate and the beneficiary's identification.

02

Complete the non-spousal beneficiary claim request form with accurate information.

03

Include any additional required forms or paperwork specified by the institution or company holding the assets.

04

Submit the completed claim request and all documentation to the appropriate party for processing.

Who needs non-spousal beneficiary claim request?

01

Individuals who have been named as a beneficiary on a non-spousal retirement account, life insurance policy, or other investment account.

02

Beneficiaries who are entitled to receive assets from a deceased individual's estate as specified in a will or trust.

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What is non-spousal beneficiary claim request?

A non-spousal beneficiary claim request is a legal request made by someone who is not the spouse of the deceased individual to claim benefits or assets that were left to them.

Who is required to file non-spousal beneficiary claim request?

Any individual who believes they are entitled to benefits or assets as a non-spousal beneficiary is required to file a non-spousal beneficiary claim request.

How to fill out non-spousal beneficiary claim request?

The non-spousal beneficiary claim request typically requires information such as the deceased individual's name, date of death, details of the claimed benefits or assets, and the claimant's relationship to the deceased.

What is the purpose of non-spousal beneficiary claim request?

The purpose of a non-spousal beneficiary claim request is to formally request the benefits or assets left to the claimant by the deceased individual.

What information must be reported on non-spousal beneficiary claim request?

The non-spousal beneficiary claim request must include details such as the deceased individual's name, date of death, a description of the benefits or assets being claimed, and the relationship between the claimant and the deceased.

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