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Vanguard Retirement Plan Beneficiary Designation Beacon Deferred Compensation Plan # 050093 It is important to name a beneficiary. If you don 't, your assets may be distributed based on rules that

How to fill out vanguard retirement plan beneficiary

How to fill out a Vanguard retirement plan beneficiary:

1. Log in to your Vanguard account. If you don't have one, create a new account by providing your personal information.
2. Once logged in, navigate to the "My Accounts" tab and select your retirement plan account.
3. Under the account details, look for the beneficiary designation section and click on "Edit."
4. Choose the type of beneficiary you want to designate. You can select individuals, trusts, charities, or your estate. Vanguard also allows you to specify percentage allocations for each beneficiary.
5. Provide the necessary information for each beneficiary, including their full name, date of birth, relationship to you, and contact details. Ensure accuracy to ensure proper distribution of funds.
6. If you want to add multiple beneficiaries, Vanguard offers the option to add contingents. This means that if the primary beneficiary is unable to receive the assets, they will be distributed to the contingent beneficiary.
7. Review your selections and ensure they align with your wishes. It's important to update your beneficiaries periodically, especially after significant life events such as marriage, divorce, or the birth of children.

Who needs a Vanguard retirement plan beneficiary?

1. Anyone who has a Vanguard retirement plan account should designate a beneficiary. This ensures that in the event of your death, your assets will be distributed according to your wishes.
2. Married individuals may want to designate their spouse as the primary beneficiary to ensure a seamless transfer of assets.
3. People who have dependents, such as children or disabled family members, can designate them as beneficiaries to provide financial support after their passing.
4. Individuals without immediate family members may choose to designate a close friend, charity, or trust as their beneficiary.
5. It is advisable to consult with a financial advisor or estate planning attorney to understand the implications and potential tax consequences of your beneficiary designations.

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