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Nov 16, 2023 · Editor’s Note: This is an example of a beneficiary designation form that should be customized for your benefit plans. It may be necessary to have a separate beneficiary form for each...

Feb 27, 2018 · A beneficiary designation form is used when you want to designate the people who will inherit the assets. There are many insurance policies and retirement plans that help you choose the beneficiaries who will be able to get the benefits of your assets after your demise.

This form may be used to designate one or more beneficiaries for an IRA or a 403(b)(7) account. To designate beneficiaries for a Qualified Retirement Plan (QRP), use the Qualified Retirement Plan (QRP)/Individual 401(k) Beneficiary Designation Form.

The following are examples of types of commonly requested beneficiary designations. The suggested wording is designed to clearly express each type of designation to minimize the time necessary to pay a claim.

COMPLETING YOUR BENEFICIARY DESIGNATION FORM 1. At the top of the form, fill in the information regarding your employer and yourself. 2. Next complete the information regarding who will be your primary and contingent beneficiaries. A primary beneficiary will be the person/people that you want to receive the life insurance benefit.

Apr 29, 2019 · form for designating or changing the beneficiary of any retirement plan or individual retirement account. This form often does not have the option, or enough space, to allow a practitioner to designate a trust as a beneficiary in the manner required to achieve the income tax objectives desired in such planning.

Make sure you sign and date the beneficiary designation form. If no beneficiary is named, or if no beneficiary survives you, settlement will be made as provided in the Group Contract. To assist you, here are some examples of clear beneficiary designations.

BENEFICIARY DESIGNATION FORM . PLAN NAME:_____ PARTICIPANT NAME:_____ A. PRIMARY BENEFICIARY: I hereby designate the following person or persons and/or trusts or trusts as beneficiaries of any

View, download and print fillable Beneficiary Designation in PDF format online. Browse 38 Beneficiary Designation Form Templates collected for any of your needs.

Download or preview 1 pages of PDF version of Sample beneficiary designation form (DOC: 89.5 KB | PDF: 56.6 KB ) for free.