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This document is a beneficiary designation form for participants of the Plumbers & Pipefitters Local Union 396 pension fund. It allows participants to designate primary and contingent beneficiaries for their pension benefits, and provides information on spousal consent and acknowledgment if the spouse is not named as a beneficiary.

How to fill out beneficiary designation form

How to fill out beneficiary designation form

1. Obtain the beneficiary designation form from your insurance company, employer, or financial institution.
2. Read the instructions carefully to understand the requirements.
3. Fill in your personal information, including your name, address, and policy or account number.
4. Identify the beneficiaries by providing their names, relationship to you, and contact information.
5. Specify the percentage of benefits each beneficiary will receive if applicable.
6. Review the form for accuracy and completeness.
7. Sign and date the form to validate your designation.
8. Submit the form according to the instructions provided (e.g., online, via mail, or in person).
9. Keep a copy of the completed form for your records.

Who needs beneficiary designation form?

1. Individuals who have life insurance policies.
2. People with retirement accounts, such as IRAs or 401(k)s.
3. Account holders of bank accounts or investment accounts with payable-on-death (POD) designations.
4. Trustees managing trusts that may require beneficiary designations.
5. Individuals planning their estate and wishes for distribution of their assets.

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What is beneficiary designation form?

A beneficiary designation form is a legal document used to specify who will receive certain assets, benefits, or accounts upon the death of the account holder or policyholder.

Who is required to file beneficiary designation form?

Typically, individuals who wish to designate beneficiaries for life insurance policies, retirement accounts, or other financial assets are required to file a beneficiary designation form.

How to fill out beneficiary designation form?

To fill out a beneficiary designation form, provide your personal information, list the names and details of your chosen beneficiaries, specify the percentage of assets each will receive, and sign and date the form as required.

What is the purpose of beneficiary designation form?

The purpose of a beneficiary designation form is to ensure that assets are distributed according to the wishes of the account holder or policyholder upon their death, avoiding probate and ensuring a smooth transfer.

What information must be reported on beneficiary designation form?

Information typically required includes the account holder's details, the beneficiaries' names, relationships to the account holder, social security numbers, and the percentage of the assets each beneficiary is to receive.