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Transfer on Death (TOD) Beneficiary Form

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Use this form to add or change the TOD beneficiary designation on an individual or joint non-retirement account. A beneficiary cannot be added to a Trust or a Uniform Transfers/Gifts to Minors (UTMA/UGMA) account. All surviving beneficiaries will receive equal shares upon the death of all account owners unless otherwise indicated.

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Designation of Beneficiary - opm.gov

www.opm.gov

Instructions Use this form ONLY if you are or were covered by the Civil Service Retirement System.If any portion of your service was under the Federal Employees' Retirement System, use Standard Form (SF) 3102. This Designation of Beneficiary form is used to designate who is to receive a lump-sum payment which may

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Designation of Beneficiary - opm.gov

www.opm.gov

Do not fill out this form until you have read the information and instructions below Instructions This Designation of Beneficiary Form is used to designate who is to receive a lump-sum payment which may become payable under the Federal Employees

  Form, Beneficiary, Designations, Beneficiary form

1 Current Account Information New Account

www.edvest.com

1 Edvest College Savings Plan Change of Account Owner/Beneficiary Form For Individual and Entity Accounts only Questions? Call toll-free 1.888.338.3789

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BENEFICIARY FORM - Deferred Compensation

www.ohio457.org

9. The execution of this form and acceptance by Ohio DC revokes all prior designations that you have made. 10. If you have any questions, please contact our Service Center at 877-644-6457 or visit Ohio457.org. Return form to: Ohio Deferred Compensation 257 East Town Street, Suite 457 Columbus, Ohio 43215-4626 Fax: 614-222-9457. OHIO-0781-0620 ...

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