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  • Sdrs Form E 5 2013

Get Sdrs Form E 5 2013-2026

Beneficiary Designation Form South Dakota Retirement System PO Box 1098 Pierre, South Dakota 57501-1098 Phone (888) 605-SDRS (605) 773-3731 FAX (605) 773-3949 SDRS Form E-5 Member Information (Please.

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How to fill out the Sdrs Form E 5 online

The Sdrs Form E 5 is essential for designating beneficiaries for your retirement funds. This guide provides a detailed walkthrough for filling out the form online, ensuring a smooth and efficient process.

Follow the steps to complete your Sdrs Form E 5 accurately.

  1. Press the ‘Get Form’ button to access the Sdrs Form E 5 and open it for editing.
  2. In the member information section, enter the required data, including your social security number, last name, first name, middle initial, and maiden name, ensuring all fields are filled out clearly.
  3. Fill in your telephone number, street address or P.O. Box, city, state, and zip code to ensure accurate contact information is recorded.
  4. If applicable, indicate if you are completing this form due to a recent or pending divorce by checking the appropriate box.
  5. Designate your primary beneficiary or beneficiaries by providing their names, addresses, relationships to you, social security numbers, and date of birth, along with the percentage of your benefits each will receive.
  6. Next, complete the contingent beneficiary section similarly, ensuring to list each person along with their relevant information and share percentage.
  7. After fully completing the form, review all entries for accuracy, especially names, social security numbers, and percentages assigned.
  8. Once satisfied with your entries, proceed to save your changes. You may choose to download, print for your records, or share the form as needed.

Complete your Sdrs Form E 5 online to ensure your beneficiary designations are updated and secure.

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A contingent beneficiary, or secondary beneficiary, serves as a backup to the primary beneficiaries named on your life insurance policy. When you pass away, if all of your primary beneficiaries have also passed away, your contingent beneficiaries will receive the payout.

Percentages for each category must total 100% and must be whole numbers, such as 33%, not 33.33% or 1/3. If you do not indicate a percentage, the benefit will be evenly divided. Only complete section if you are naming a trust as your beneficiary.

spouse, partner, children, parents, brothers and sisters, business partner, key employee, trust and charitable organization.

Name a Trust Provide the following information on the beneficiary designation: The full name of the trust as it shows on the trust document. The date the trust was created. The name of the trustee, followed by the word “trustee,” or if you cannot provide a trustee, ETF may accept another contact person.

Name a Trust Provide the following information on the beneficiary designation: The full name of the trust as it shows on the trust document. The date the trust was created. The name of the trustee, followed by the word “trustee,” or if you cannot provide a trustee, ETF may accept another contact person.

A beneficiary designation is the act of naming the person who will inherit an asset in the event of the account owner's passing. Some common examples include life insurance policies and retirement accounts. When the account owner passes away, their assets are then transferred to the beneficiary that they designated.

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