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This form is used to designate or change beneficiary information for an individual's retirement plan with Voya Retirement Insurance and Annuity Company.
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How to fill out beneficiary designation non-erisa
How to fill out BENEFICIARY DESIGNATION – NON-ERISA
01
Obtain the BENEFICIARY DESIGNATION – NON-ERISA form from your financial institution or plan administrator.
02
Read the instructions on the form carefully to understand the requirements.
03
Fill in your personal information, including your name, address, and other required identifiers.
04
Specify the beneficiaries you wish to designate, providing their full names, relationship to you, and any other required information.
05
Indicate the percentage of benefits each beneficiary will receive, ensuring that the total equals 100%.
06
Review the completed form for accuracy, ensuring all information is correct and complete.
07
Sign and date the form in the designated area to make it legally valid.
08
Submit the completed form to your financial institution or plan administrator as instructed.
Who needs BENEFICIARY DESIGNATION – NON-ERISA?
01
Individuals who have life insurance policies.
02
Participants in certain retirement plans not governed by ERISA.
03
People who want to designate who will receive their assets upon their passing.
04
Individuals with trust funds requiring designated beneficiaries.
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People Also Ask about
What are beneficiary designations?
Beneficiary designations allow you to transfer assets directly to individuals, regardless of the terms of your will. Beneficiary designations are often made when a financial account, retirement account, or life insurance policy is established.
Which beneficiary designation should be used?
It's important to name both primary beneficiaries and contingent beneficiaries. Contingent beneficiaries, also known as secondary beneficiaries, are your backup plan for asset distribution. They inherit your assets only if all primary beneficiaries are deceased, can't be located, or refuse their inheritance.
What are the four beneficiaries?
Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family, charity and the government.
What are the categories of beneficiaries?
There are two types of beneficiaries: primary and contingent.
What type of beneficiary is best?
Beneficiaries should be designated for your important assets, including property, insurance policies, retirement accounts, brokerage accounts and more. Many people choose the following beneficiaries: A spouse or long-term partner. Adult children.
What are the different types of beneficiaries?
4 Types of beneficiaries Primary beneficiaries. A primary beneficiary is your first choice: the first person who will receive the death benefit from your life insurance person or the main recipient of the assets in your will. Contingent beneficiaries. Revocable beneficiaries. Irrevocable beneficiaries.
How to fill out a beneficiary designation?
Most beneficiary designations will require you to provide a person's full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.
What are the 4 types of beneficiaries?
Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family, charity, and the government.
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What is BENEFICIARY DESIGNATION – NON-ERISA?
Beneficiary designation – Non-ERISA is a legal document that allows an individual to designate who will receive their benefits, such as life insurance or retirement accounts, in the event of their death. It is not governed by the Employee Retirement Income Security Act (ERISA), meaning it applies to non-ERISA plans.
Who is required to file BENEFICIARY DESIGNATION – NON-ERISA?
Individuals who hold non-ERISA plans, such as certain life insurance policies, annuities, or other investment accounts, are required to file a Beneficiary Designation – Non-ERISA to ensure their chosen beneficiaries are recognized.
How to fill out BENEFICIARY DESIGNATION – NON-ERISA?
To fill out the Beneficiary Designation – Non-ERISA, one typically needs to provide personal information such as name, address, and social security number of both the account holder and the designated beneficiaries. Additionally, the relationship to the beneficiaries and the percentage of benefits to be distributed among them should be clearly specified.
What is the purpose of BENEFICIARY DESIGNATION – NON-ERISA?
The purpose of Beneficiary Designation – Non-ERISA is to clarify and formalize the wishes of the account holder regarding who will receive benefits after their death, thereby avoiding potential disputes and ensuring prompt distribution of assets.
What information must be reported on BENEFICIARY DESIGNATION – NON-ERISA?
The information that must be reported on a Beneficiary Designation – Non-ERISA includes the name and contact information of the policyholder, names, addresses, and relationships of the beneficiaries, the percentage of the benefit each beneficiary is to receive, and any contingent beneficiaries if the primary beneficiaries are unavailable.
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