401k Beneficiary Form Withholding
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FAQ
How to name a beneficiary on your 401(k) account. If you name a person as your beneficiary, you should provide their full legal name, mailing address, date of birth, and Social Security number. You may also be asked to explain their relationship to you.
Depending on your plan administrator, you may be able to complete the beneficiary designation form online. You'll likely need birthdates and Social Security numbers for each beneficiary, so have those handy. Note that minors named as beneficiaries might not have access to the assets until they reach a certain age.
After your death, the beneficiaries of your 401(k) plan will need to pay income tax on the money they take out. The exception is that if you had a Roth 401(k) plan, your beneficiaries won't need to pay tax on the withdrawals. Need Professional Help? Talk to a Probate Attorney.
Most beneficiary designations will require you to provide a person's full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.