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Workplace Retirement Account Beneficiary form This beneficiary form is provided by Aviva on behalf of the trustees and once completed, should be returned to Aviva at the address shown below. Before

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What is workplace retirement account beneficiary?

A workplace retirement account beneficiary is an individual or entity designated to receive the remaining assets in a retirement account, such as a 401(k) or similar plan, upon the account holder's death.

Who is required to file workplace retirement account beneficiary?

Typically, the account holder is responsible for designating and filing beneficiary information for their workplace retirement account. Employers or plan administrators may have specific requirements for processing this information.

How to fill out workplace retirement account beneficiary?

To fill out a workplace retirement account beneficiary form, you need to provide personal information about the beneficiary, including their name, relationship to you, Social Security number, and often a percentage of the benefits they will receive. This form is usually provided by the retirement plan administrator.

What is the purpose of workplace retirement account beneficiary?

The purpose of a workplace retirement account beneficiary designation is to ensure that the account holder's assets are distributed according to their wishes after their passing, facilitating a smoother transfer of assets to the designated individuals or entities.

What information must be reported on workplace retirement account beneficiary?

Essential information generally includes the beneficiary's full name, address, relationship to the account holder, Social Security number or tax identification number, and the percentage of the account they are to receive.