Get the free Retiree Change of Beneficiary Designation (Form 206)

FORM 206RETIREE CHANGE OF BENEFICIARY DESIGNATION(Rev. 2025)Purpose of the Form: Use this form to designate beneficiaries to receive your CCCERA Lump Sum or Return of Contributions death benefits.

How to fill out retiree change of beneficiary

How to fill out retiree change of beneficiary

1. Obtain the retiree change of beneficiary form from the appropriate retirement or pension office.
2. Carefully read the instructions provided on the form to understand the requirements.
3. Fill out your personal information, including your name, address, and retirement account details.
4. Indicate the current beneficiaries and their relationships to you.
5. Provide the necessary information for the new beneficiaries, including their names, addresses, and relationship to you.
6. Review the form to ensure all information is accurate and complete.
7. Sign and date the form where required.
8. Submit the completed form to the designated office, ensuring it reaches them within any specified deadlines.

Who needs retiree change of beneficiary?

1. Retired individuals who wish to change their designated beneficiaries for retirement accounts or pensions.
2. Individuals who have experienced life changes such as marriage, divorce, or the death of a beneficiary.
3. Those looking to update their beneficiary designations for financial planning or estate planning purposes.

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What is retiree change of beneficiary?

A retiree change of beneficiary is a formal process through which a retiree can designate or alter the individual or entity that will receive benefits or payouts from a retirement plan, insurance policy, or annuity in the event of the retiree's death.

Who is required to file retiree change of beneficiary?

Retirees who wish to update their beneficiary information due to changes in personal circumstances, such as marriage, divorce, or the death of a previously designated beneficiary, are required to file a retiree change of beneficiary.

How to fill out retiree change of beneficiary?

To fill out a retiree change of beneficiary form, retirees must provide their personal information, specify the new beneficiary's details, and sign the form. It's important to follow the guidelines provided by the retirement plan or insurance policy issuer.

What is the purpose of retiree change of beneficiary?

The purpose of a retiree change of beneficiary is to ensure that the retiree's benefits are distributed according to their current wishes, reflecting any changes in relationships or circumstances that may have occurred since the original designation.

What information must be reported on retiree change of beneficiary?

The information that must be reported typically includes the retiree's name, identification number, contact information, the name and relationship of the new beneficiary, and any relevant policy or account numbers associated with the retirement plan or insurance.