Search results with tag "Beneficiary accounts"

Beneficiary Instruction Form (BIF)

Beneficiary Accounts in these plans. 3 To designate beneficiaries for a qualified retirement plan, please contact your employer for instructions. Step 7 continued on page 5 • This designation replaces any you have on file for assets held in the same type of IRA(s).1 If you do not name a beneficiary here, your existing designation will apply.

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