Request to select/change beneficiary

Designating beneficiaries by name ensures accuracy. When designating beneficiaries, it is important to understand the difference between primary, contingent, and tertiary categories of beneficiaries. • Primary beneficiaries will receive any guaranteed payments payable after your death that have not already been paid to you.

  Beneficiaries, Designating beneficiaries, Designating

Disclosure and Custodial Agreement Traditional IRA ...

4. DESIGNATING BENEFICIARIES — PAGE 3 Types of beneficiaries — page 4 Designating beneficiaries as primary or contingent — page 4 Changes in family status affecting designations — page 4 Tax implications of making a designation — page 4 5. CONTRIBUTING TO YOUR IRA — PAGE 4 Transfers and rollovers from another IRA — page 5

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Thrift Savings Plan

To name specific beneficiaries to receive your TSP account after you die, you must complete this form, and it must be received by the TSP on or before the date of your death. Only a Form TSP-3 is valid for designating beneficiaries to your TSP account(s); a will or court order (e.g., divorce decree) is not valid for the disposition of a TSP ...

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DESIGNATION OF BENEFICIARY INFORMATION

If you are not specifically designating beneficiaries, complete the bottom of the form (Item 3) with the Name, Social Security Number (if available), Relationship and Address of your living family members who may be contacted upon your death regarding the unpaid retired pay. The names provided should include spouse, children, parents and siblings.

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THRIFT SAVINGS PLAN TSP-3 DESIGNATION OF BENEFICIARY

beneficiaries for Michael Kraus. Note: If a named benefi-ciary dies, you may prefer to submit another Form TSP-3 to change your designation(s). Detach here And to: If living: 3. Steinway Sarah Ruth Share: ½ P.O. Box 812 Covington KY 40117 956-78-9012 12 2 1960 Friend B. DESIGNATING MORE THAN ONE BENEFICIARY C. DESIGNATING ONE OR MORE ...

  Form, Beneficiaries, Beneficiary, Form tsp, Benefi, Ciary, Designating, Benefi ciary

Request to Transfer Ownership and/or Change Beneficiaries

May 09, 2016 · • If you are designating a trust on a nonqualified annuity contract, please provide a copy of the trust pages that include the name of the trust, the date of the trust, the names of the trustee and successor trustee, and signature page. You must also provide a completed Non-Individual Ownership form (NB6059).

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Death Benefits Information for Participants and Beneficiaries

Reviewing Your Beneficiaries. If you file a Designation of Beneficiary (Form TSP-3), it is a good idea to review how you have designated your beneficiaries from time to time—particularly when your life situation changes, for example, by marriage, divorce, the birth or adoption of a child, or the death of a beneficiary.

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Total Control Account Beneficiary Designation

beneficiaries. • If you have more than one Account, you must complete a separate Designation form for each Account. • Gather the name(s), date(s) of birth, Social Security/Tax ID number(s) and contact information for all of your beneficiaries. • To request a new form call 800-638-7283 to request a new form or you

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8721; VGLI Beneficiary Designation/Change

GL.2006.100B Ed. 06/2014 . Page 2 of 4. BENEFICIARY DESIGNATION. I hereby revoke any previous designation of primary beneficiary(ies) and secondary beneficiary(ies), if any, and in the event of my death, designate