Get the free 403b Beneficiary Change Form STEP 1 Employee Information

403(b) Beneficiary Change Form PENTAGRAM TRUST COMPANY STEP 1 Employee Information First Name Last Name M.I. Address (Street Address only. P.O. Box not accepted) Apartment/Suite City State Daytime

How to fill out 403b beneficiary change form

Who needs 403b beneficiary change form?

1. Employees who have a 403b retirement savings plan need the 403b beneficiary change form. This form allows them to designate or update beneficiaries for their retirement account.
2. It is important to fill out the form if there has been a change in personal circumstances, such as marriage, divorce, birth of a child, or the passing of a beneficiary.
3. Even if there haven't been any changes, it is recommended to review and update beneficiary information periodically to ensure that the desired individuals or organizations receive the retirement account proceeds.

How to fill out 403b beneficiary change form:

1. Begin by obtaining the 403b beneficiary change form from the plan administrator or employer. This form is typically available on the organization's website or through human resources.
2. Read the instructions carefully to understand the requirements for completing the form. It may include information about documentation needed to verify the identity of beneficiaries, such as birth certificates or Social Security numbers.
3. Fill out the personal information section, including your name, address, Social Security number, and date of birth.
4. Identify the primary beneficiary by providing their full name, relationship to you, and contact information. If you want to designate multiple primary beneficiaries, follow the instructions provided on the form.
5. If you wish to name contingent beneficiaries (those who will receive the account proceeds if the primary beneficiaries are unable to), provide their details in the designated section. Again, follow the instructions if you have more than one contingent beneficiary.
6. Review the form thoroughly to ensure all information is accurate and complete. Make any necessary corrections or amendments.
7. Sign and date the form. Some forms may require a witness or a notary public to validate the signature. Follow the instructions provided on the form regarding this requirement.
8. Make copies of the completed form for your records. It is advisable to keep a copy for yourself and provide a copy to the plan administrator or employer for their records.
9. Submit the form to the designated recipient, either by mail or as instructed by the plan administrator. Keep any proof of submission, such as a certified mail receipt or confirmation email, as evidence of fulfilling this requirement.

Remember, it is essential to keep the beneficiary information up to date to ensure that your retirement account is distributed according to your wishes. Regularly review and update the form as necessary, particularly after major life events, to reflect your current intentions.

For pdfFiller’s FAQs

What is 403b beneficiary change form?

The 403b beneficiary change form is a document used to update the designated beneficiaries for a 403b retirement account.

Who is required to file 403b beneficiary change form?

Any individual who has a 403b retirement account and wishes to update their beneficiaries is required to file the 403b beneficiary change form.

How to fill out 403b beneficiary change form?

To fill out the 403b beneficiary change form, you will need to provide your personal information, the information of the new beneficiaries, and sign and date the form.

What is the purpose of 403b beneficiary change form?

The purpose of the 403b beneficiary change form is to ensure that the correct beneficiaries are designated to receive the funds in the 403b account in the event of the account holder's death.

What information must be reported on 403b beneficiary change form?

The 403b beneficiary change form must include the account holder's personal information, the names and contact information of the new beneficiaries, and the percentage of the account each beneficiary will receive.

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