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ACTIVE MEMBER BENEFICIARY FORM CHECK ONE: Revised 71612012 BENEFICIARY DESIGNATION, CONTINGENT BENEFICIARY FOR ACTIVE MEMBERS ONLY RETIREES USE FORM 7201-Page 1 Print or type in black ink Please read

How to fill out active member beneficiary form

How to fill out an active member beneficiary form?

1. Begin by obtaining a copy of the active member beneficiary form from your workplace or pension provider. This form is typically used to designate the person(s) who will receive your pension benefits in the event of your death.
2. Carefully read the instructions provided with the form to ensure you understand the information required and any specific guidelines for filling it out.
3. Start by providing your personal details, such as your full name, date of birth, and contact information. Make sure to provide accurate and up-to-date information to avoid any confusion in the future.
4. Identify the beneficiaries you wish to designate by providing their full names, addresses, and their relationship to you. You can usually designate more than one beneficiary, specifying the percentage or portion of the benefit each will receive.
5. Consider including a secondary or contingent beneficiary. This person will receive the benefits if the primary beneficiary predeceases you or is unable to claim the benefits for any reason.
6. Review the form thoroughly to ensure you have completed all required sections. Check for any signature requirements or witness requirements, and make sure to sign and date the form accordingly.
7. Keep a copy of the completed form for your records, and submit the original form to your workplace or pension provider as instructed.

Who needs an active member beneficiary form?

1. Employees or members of a pension scheme or retirement plan usually need to fill out an active member beneficiary form. This form allows individuals to specify who should receive their pension benefits upon their death.
2. It is particularly important for individuals who have dependents or specific individuals in mind to receive their pension benefits after their passing. By designating beneficiaries in advance, the individual can ensure that their loved ones are taken care of financially in the future.
3. Even if an individual does not have dependents or a specific person in mind, it is still valuable to fill out this form to ensure the pension benefits are not left unclaimed or subject to unnecessary complications after their death.

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What is active member beneficiary form?

Active member beneficiary form is a document that allows a member to designate a beneficiary who will receive their benefits in the event of their death.

Who is required to file active member beneficiary form?

Active members of a specific organization or program are required to file the active member beneficiary form.

How to fill out active member beneficiary form?

To fill out the active member beneficiary form, the member must provide their personal information, details of the beneficiary, and sign the form to make it legally binding.

What is the purpose of active member beneficiary form?

The purpose of the active member beneficiary form is to ensure that the member's benefits are distributed according to their wishes in the event of their death.

What information must be reported on active member beneficiary form?

The active member beneficiary form must include the member's name, contact information, beneficiary's name, relationship to the member, and their contact information.