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Berk lee College of Music, Inc. 403(b) Retirement Savings Plan Beneficiary Designation Form Transamerica Accounts Instructions: Use this form to elect persons as beneficiaries for your nonTIAACREF
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How to fill out beneficiary designation form transamerica
How to fill out beneficiary designation form transamerica:
01
Obtain the form: The beneficiary designation form can be obtained from Transamerica's website or by contacting their customer service.
02
Provide personal information: Fill in your personal details such as your full name, address, social security number, and contact information.
03
Identify policy/account: Specify the policy or account number for which you are designating a beneficiary.
04
Choose primary beneficiaries: Indicate the individuals or entities who will receive the benefits upon your passing. Include their full names, social security numbers, and their relationship to you.
05
Determine contingent beneficiaries: Decide who will receive the benefits if the primary beneficiaries are unable to do so. Provide their details in the same manner as the primary beneficiaries.
06
Specify percentages: Indicate the percentage of the benefits that each beneficiary will receive. Ensure the percentages add up to 100%.
07
Review and sign: Carefully review the information provided on the form. Make sure all the details are accurate before signing and dating the form.
08
Submit the form: Depending on Transamerica's instructions, submit the completed form either electronically or by mail.
Who needs beneficiary designation form transamerica?
01
Policyholders: Any Transamerica policyholder who wishes to designate who will receive the benefits from their policy upon their passing needs to fill out the beneficiary designation form.
02
Retirement account holders: Individuals with retirement accounts managed by Transamerica may need to complete the beneficiary designation form to ensure proper distribution of their retirement benefits.
03
Account owners: If you have any other type of account with Transamerica that allows for beneficiary designation, it is essential to fill out the form to determine who will inherit the account assets.
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What is beneficiary designation form transamerica?
The beneficiary designation form by Transamerica is a document that allows policyholders to specify who will receive the benefits of their policy upon their passing.
Who is required to file beneficiary designation form transamerica?
Policyholders are required to file the beneficiary designation form with Transamerica to ensure their benefits are distributed according to their wishes.
How to fill out beneficiary designation form transamerica?
Policyholders can fill out the beneficiary designation form by providing the names, relationships, and percentages of benefits for their chosen beneficiaries.
What is the purpose of beneficiary designation form transamerica?
The purpose of the beneficiary designation form by Transamerica is to ensure that policyholders have control over who receives the benefits of their policy.
What information must be reported on beneficiary designation form transamerica?
The beneficiary designation form by Transamerica must include the names, relationships, and percentages of benefits for all chosen beneficiaries.
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