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Complete this form if you are retired and you wish to designate a beneficiary or change your existing beneficiary designation for lump-sum benefits. For more information regarding lump-sum benefits, refer to the publication Changing Your Beneficiary or Monthly Benefit After Retirement.
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What is post-retirement lump-sum beneficiary designation?
Post-retirement lump-sum beneficiary designation is a formal document that allows retirees to designate one or more individuals or entities to receive a lump-sum payment of retirement benefits upon their death.
Who is required to file post-retirement lump-sum beneficiary designation?
Retirees who are entitled to receive post-retirement lump-sum benefits are required to file this designation to ensure that their benefits are distributed according to their wishes upon their passing.
How to fill out post-retirement lump-sum beneficiary designation?
To fill out the post-retirement lump-sum beneficiary designation, individuals typically need to provide personal details, including their name, address, and social security number, as well as the names and details of the beneficiaries they wish to designate.
What is the purpose of post-retirement lump-sum beneficiary designation?
The purpose of the post-retirement lump-sum beneficiary designation is to specify who will receive the retirement benefits in a lump sum after the retiree's death, preventing disputes and ensuring that the benefits are distributed according to the retiree's wishes.
What information must be reported on post-retirement lump-sum beneficiary designation?
Information that must be reported includes the retiree's identification details, the full names and contact information of the designated beneficiaries, the relationship of each beneficiary to the retiree, and any percentage allocations for the distribution of benefits.
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