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How to fill out the 800 352 2741 online
Filling out the 800 352 2741 form online can be a straightforward process if you follow a step-by-step guide. This document pertains to the pre-retirement severance and annuity fund benefit beneficiary designation, providing important information on selecting beneficiaries.
Follow the steps to complete the beneficiary designation form online.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by reading the instructions carefully to understand the significance of the form. Ensure that you have all necessary details, including the names, Social Security numbers, and addresses of your primary and contingent beneficiaries.
- In the 'Employee’s Statement' section, fill in your name, confirming that you want your accumulated share from the annuity fund account to be allocated as per the designations below.
- Under 'Primary Beneficiaries', enter the required information for each beneficiary, including their name, Social Security number, address, and the percentage of your accumulated share each will receive.
- In the 'Contingent Beneficiaries' section, repeat the process for those beneficiaries who will receive benefits only if all primary beneficiaries are deceased.
- If you are married and designating a non-spouse beneficiary to receive more than 50% of your accumulated share, check the appropriate box and provide the required consent and signature of your spouse in the ‘Spouse’s Statement’ section.
- Sign and date the form as the member, and ensure that it is notarized by a notary public to validate your statements. If your spouse is involved, their signature and acknowledgment are also required.
- Once the form is completely filled, review it for accuracy. Finally, save any changes made, and you can choose to download, print, or share the form as necessary.
Complete your beneficiary designation form online today to ensure proper allocation of your benefits.
The NECA IBEW pension trust fund can be contacted at 800 352 2741. This number reaches their office, where you can access information regarding your pension, benefits, and any inquiries you might have. It’s important to have this information handy for smooth communication.
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