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Beneficiary Designation 401(k) Plan - Empower …

Beneficiary Designation401(k) PlanSTD FBENED ][05/26/17)(98960-01 CHG NUPARTNO_GRPG 424/][GU22)(/][MBNDDOC ID: 483766008)(Page 1 of 4 Texa$aver 401(k) Plan98960-01 For My Information For questions regarding this form, visit the website at or contact Service Provider at 1-800-634-5091. Use black or blue ink when completing this InformationAccount extension, if applicable, identifies fundstransferred to a Beneficiary due to participant'sdeath, alternate payee due to divorce or aparticipant with multiple ExtensionSocial Security Number (Must provide all 9 digits)Last NameFirst AddressMarriedUnmarried//Date of Birth( )Daytime Phone Number( )Alternate Phone NumberBBeneficiary Designation (Attach an additional sheet to name additional beneficiaries.)

Beneficiary Designation 401(k) Plan STD FBENED ][05/26/17)(98960-01 CHG NUPARTNO_GRPG 424/][GU22][MBNDDOC ID: 483766008 Page 1 of 4 Texa$aver 401(k) Plan 98960-01 For My Information

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Transcription of Beneficiary Designation 401(k) Plan - Empower …

1 Beneficiary Designation401(k) PlanSTD FBENED ][05/26/17)(98960-01 CHG NUPARTNO_GRPG 424/][GU22)(/][MBNDDOC ID: 483766008)(Page 1 of 4 Texa$aver 401(k) Plan98960-01 For My Information For questions regarding this form, visit the website at or contact Service Provider at 1-800-634-5091. Use black or blue ink when completing this InformationAccount extension, if applicable, identifies fundstransferred to a Beneficiary due to participant'sdeath, alternate payee due to divorce or aparticipant with multiple ExtensionSocial Security Number (Must provide all 9 digits)Last NameFirst AddressMarriedUnmarried//Date of Birth( )Daytime Phone Number( )Alternate Phone NumberBBeneficiary Designation (Attach an additional sheet to name additional beneficiaries.)

2 Primary Beneficiary Designation (Primary Beneficiary designations must total 100% - percentage can be made out to two decimal places.) See the attached examples on how to complete the below Beneficiary designations if the Beneficiary is a non-individual, such as a trust, charityor / /% of Account BalancePrimary Beneficiary Name(Name of Individual, Trust, Charity, etc.)RelationshipSocial Security or TaxpayerIdentification NumberDate of Birthor Trust DateStreet AddressCityStateZip Code()Phone Number (Optional)% / /% of Account BalancePrimary Beneficiary Name(Name of Individual, Trust, Charity, etc.)

3 RelationshipSocial Security or TaxpayerIdentification NumberDate of Birthor Trust DateStreet AddressCityStateZip Code()Phone Number (Optional)% / /% of Account BalancePrimary Beneficiary Name(Name of Individual, Trust, Charity, etc.)RelationshipSocial Security or TaxpayerIdentification NumberDate of Birthor Trust DateStreet AddressCityStateZip Code()Phone Number (Optional)Contingent Beneficiary Designation (Contingent Beneficiary designations must total 100% - percentage can be made out to two decimal places.)% / /% of Account BalanceContingent Beneficiary Name(Name of Individual, Trust, Charity, etc.)

4 RelationshipSocial Security or TaxpayerIdentification NumberDate of Birthor Trust DateStreet AddressCityStateZip Code()Phone Number (Optional)98960-01 Last NameFirst Security NumberNumberSTD FBENED ][05/26/17)(98960-01 CHG NUPARTNO_GRPG 424/][GU22)(/][MBNDDOC ID: 483766008)(Page 2 of 4 BBeneficiary Designation (Attach an additional sheet to name additional beneficiaries.)Contingent Beneficiary Designation (Contingent Beneficiary designations must total 100% - percentage can be made out to two decimal places.)% / /% of Account BalanceContingent Beneficiary Name(Name of Individual, Trust, Charity, etc.)

5 RelationshipSocial Security or TaxpayerIdentification NumberDate of Birthor Trust DateStreet AddressCityStateZip Code()Phone Number (Optional)% / /% of Account BalanceContingent Beneficiary Name(Name of Individual, Trust, Charity, etc.)RelationshipSocial Security or TaxpayerIdentification NumberDate of Birthor Trust DateStreet AddressCityStateZip Code()Phone Number (Optional)CParticipant Consent for Beneficiary Designation (Please sign on the 'Participant Signature' line below.)I have completed, understand and agree to all pages of this Beneficiary Designation form.

6 Subject to and in accordance with the terms of thePlan, I am making the above Beneficiary designations for my vested account in the event of my death. If I have more than one primary Beneficiary ,the account will be divided as specified. If a primary Beneficiary predeceases me, his or her benefit will be allocated to the surviving primarybeneficiaries. Contingent beneficiaries will receive a benefit only if there is no surviving primary Beneficiary , as specified. If a contingent beneficiarypredeceases me, his or her benefit will be allocated to the surviving contingent beneficiaries.

7 If I fail to designate beneficiaries, amounts will be paidpursuant to the terms of the plan or applicable law. This Designation is effective upon execution and delivery to Service Provider. If any informationis missing, additional information may be required prior to recording my Designation supersedes all prior designations . Beneficiaries will share equally if percentages are not provided and any amounts unpaid upondeath will be divided equally. Primary and contingent beneficiaries must separately total 100%. The percentages can be divided up to twodecimal points (Example: ).

8 I understand that Service Provider is required to comply with the regulations and requirements of the Office of Foreign Assets Control, Departmentof the Treasury ("OFAC"). As a result, Service Provider cannot conduct business with persons in a blocked country or any person designated byOFAC as a specially designated national or blocked person. For more information, please access the OFAC website at: person who presents a false or fraudulent claim is subject to criminal and civil Signature Date (Required) A handwritten signature is required on this form. An electronic signature will not be accepted and will result in a significant InstructionsAfter all signatures have been obtained, this form can be sent byFax to: Empower Retirement1-866-345-3050 ORRegular Mail to: Empower RetirementPO Box 173764 Denver, CO 80217-3764 ORExpress Mail to: Empower Retirement8515 E.

9 Orchard RoadGreenwood Village, CO 80111 Core securities, when offered, are offered through GWFS Equities, Inc. and/or other broker Equities, Inc., Member FINRA/SIPC, is a wholly owned subsidiary of Great-West Life & Annuity Insurance Retirement refers to the products and services offered in the retirement markets by Great-West Life & Annuity Insurance Company, CorporateHeadquarters: Greenwood Village, CO; Great-West Life & Annuity Insurance Company of New York, Home Office: NY, NY; and their subsidiaries andaffiliates. The trademarks, logos, service marks, and design elements used are owned by their respective owners and are used by FBENED ][05/26/17)(98960-01 CHG NUPARTNO_GRPG 424/][GU22)(/][MBNDDOC ID: 483766008)(Page 3 of 4 This page is for informational purposes only - Do not return with the Beneficiary Designation formEXAMPLE Beneficiary DESIGNATIONSE xample 1: Multiple Individuals as BeneficiariesBeneficiary Designation (Attach an additional sheet to name additional beneficiaries.)

10 BPrimary Beneficiary Designation (Primary Beneficiary designations must total 100% - percentage can be made out to two decimal places.) See the attached examples on how to complete the below Beneficiary designations if the Beneficiary is a non-individual, such as a trust, charityor M. DoeBrotherXXX-XX-XXXX01/06/1954% of Account BalancePrimary Beneficiary (Name of Individual, Trust, Charity, etc.)RelationshipSocial Security or TaxpayerIdentification NumberDate of Birthor Trust Date111 Elm StreetAnytownMO60000 Street AddressCityStateZip Code(XXX) XXX-XXXXP hone Number (Optional) M.


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