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Callers Supplemental Income 457 Plan BENEFICIARY DESIGNATION FORM 1. INSTRUCTIONS In the event of your death, your 457 account will be paid to the primary beneficiary(IES) you name below. You may

How to fill out calpers 457 beneficiary designation

How to fill out CalPERS 457 beneficiary designation:

1. Start by obtaining the CalPERS 457 beneficiary designation form. This form can typically be found on the CalPERS website or obtained from your HR department if you are a CalPERS member.
2. Begin by filling out your personal information, including your name, Social Security number, and contact information. This ensures that your identity is properly verified.
3. Next, list the name and relationship of your primary beneficiary. The primary beneficiary is the person or persons who will receive the benefits in the event of your death. Be sure to provide accurate and up-to-date contact information for each primary beneficiary.
4. Consider adding contingent beneficiaries. These are individuals who will receive the benefits if the primary beneficiary is unable to. Contingent beneficiaries are not mandatory, but they provide an extra layer of protection in case your primary beneficiary cannot be reached or is deceased.
5. Indicate the percentage of the benefit each primary and contingent beneficiary should receive. This allows you to allocate the benefits as you see fit among your chosen beneficiaries.
6. Review all the information you have provided to ensure accuracy and completeness. Small mistakes, such as misspelling a name or providing incorrect contact information, can create issues in the future.
7. Sign and date the form. Your signature confirms that the information you have provided is correct and that you understand the implications of your beneficiary selections.
8. Submit the completed beneficiary designation form to CalPERS. Follow the instructions provided on the form to ensure that it is processed and recorded properly.

Who needs CalPERS 457 beneficiary designation?

1. Any CalPERS member who has a CalPERS 457 retirement account should consider completing a beneficiary designation. This ensures that your retirement account benefits are distributed according to your wishes in the event of your death.
2. It is especially important for individuals with dependents or loved ones who rely on their retirement benefits to complete a beneficiary designation. This provides financial security and peace of mind, knowing that your loved ones will be taken care of in the future.
3. Even if you do not have dependents, completing a beneficiary designation is still recommended. It allows you to designate a charity, trust, or organization as a beneficiary of your CalPERS 457 account, ensuring that your legacy and philanthropic goals are fulfilled.

Remember, it is important to regularly review and update your beneficiary designation as your circumstances change. Life events such as marriage, divorce, the birth of a child, or the passing of a beneficiary may require you to revise your beneficiary selections to reflect your current wishes.

For pdfFiller’s FAQs

What is calpers 457 beneficiary designation?

Calpers 457 beneficiary designation is a form where you specify who will receive your retirement account benefits in the event of your death.

Who is required to file calpers 457 beneficiary designation?

All participants in the Calpers 457 plan are required to file a beneficiary designation form to designate who will receive their benefits upon their death.

How to fill out calpers 457 beneficiary designation?

To fill out the Calpers 457 beneficiary designation form, you must provide the name, relationship, and percentage of the benefit each beneficiary will receive.

What is the purpose of calpers 457 beneficiary designation?

The purpose of the Calpers 457 beneficiary designation is to ensure that your retirement account benefits are distributed according to your wishes in the event of your death.

What information must be reported on calpers 457 beneficiary designation?

The information that must be reported on the Calpers 457 beneficiary designation form includes the name, relationship, and percentage of the benefit for each designated beneficiary.

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