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TCDRS-06 REV. 06/2012 PAGE 1 OF 1 Beneficiary Designation YOUR INFORMATION EMPLOYER NAME * ACCOUNT NUMBER SSN * MIDDLE NAME FIRST NAME * LAST NAME * CITY * MAILING ADDRESS * DATE OF BIRTH * STATE
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How to fill out beneficiary designation - tcdrsorg
How to fill out beneficiary designation - tcdrsorg:
01
Visit the official website of TCDRS (Teachers' Retirement System of Texas) at tcdrs.org.
02
Locate the "Forms" or "Beneficiary Designation" section on the website.
03
Download the beneficiary designation form provided by TCDRS.
04
Carefully read all the instructions mentioned on the form to understand the requirements and guidelines for filling it out.
05
Start by providing your personal information, such as your full name, date of birth, and social security number in the designated fields.
06
Identify the TCDRS account or plan for which you are designating a beneficiary. Provide the necessary details, such as the account number or plan name.
07
Specify the beneficiary details by providing their full name, relationship to you, date of birth, and social security number.
08
Indicate the percentage or share of the account or plan that you want to assign to each beneficiary.
09
If you want to designate contingent beneficiaries, follow the instructions provided on the form to provide their details. Contingent beneficiaries will receive the benefits if the primary beneficiaries predecease you.
10
Carefully review all the information filled in the form to ensure accuracy and completeness.
11
Sign and date the form at the designated space.
12
Submit the completed beneficiary designation form to TCDRS as per the instructions provided on the form or the website.
Who needs beneficiary designation - tcdrsorg:
01
Teachers and educators who are participating members of TCDRS and have retirement accounts or plans with TCDRS should consider designating beneficiaries.
02
Individuals who want to ensure that their retirement benefits are transferred to their chosen beneficiaries after their passing should complete the beneficiary designation process.
03
It is especially important for TCDRS members who have dependents or loved ones that they want to financially protect in the event of their demise.
Note: It is always recommended to consult with a financial advisor or TCDRS representative for personalized guidance and to understand the specific requirements or any updates related to beneficiary designations.
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What is beneficiary designation - tcdrsorg?
Beneficiary designation is a legal document that allows a member to specify who will receive their retirement benefits in the event of their death.
Who is required to file beneficiary designation - tcdrsorg?
All members of the retirement plan are required to file beneficiary designation with the plan administrator.
How to fill out beneficiary designation - tcdrsorg?
Beneficiary designation forms can usually be completed online or on paper and require the member to provide the name, relationship, and contact information of the beneficiaries.
What is the purpose of beneficiary designation - tcdrsorg?
The purpose of beneficiary designation is to ensure that a member's retirement benefits are distributed according to their wishes after their death.
What information must be reported on beneficiary designation - tcdrsorg?
Beneficiary designation forms typically require the member to report the full name, date of birth, and social security number of the beneficiary.
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