Get Ftr Beneficiary Change Form - First Trust Retirement

Filling out the FTR Beneficiary Change Form is an essential step in ensuring that your retirement benefits are distributed according to your wishes. This guide will provide clear, step-by-step instructions for completing the form online, making the process straightforward and accessible for everyone.

Follow the steps to effectively complete the FTR Beneficiary Change Form.

1. Click 'Get Form' button to obtain the form and access it in an online editor.
2. In the first section, provide your personal information. This includes your name, fund number, account number, phone number, social security number, date of birth, current address, city, state, and zip code, along with your email address.
3. Move to the designation of beneficiaries section. List the individual(s) or entity(ies) you wish to designate as primary and/or contingent beneficiaries. Indicate the name, address, date of birth, social security number, relationship to you, whether they are primary or contingent, and the percentage share of the benefit for each beneficiary.
4. If you are married, review the spousal consent section. Indicate your current marital status, and if you are married and designating someone other than your spouse as a primary beneficiary, ensure your spouse signs their consent.
5. In the final section, sign and date the form to confirm that all information provided is accurate and complete. This signature is required to validate the form.
6. After completing the form, review all entered information for accuracy. Save the changes, download the form if necessary, and consider printing it for your records. You can then share the form as required per instructions for submission.

Complete your FTR Beneficiary Change Form online today to ensure your retirement benefits are directed according to your preferences.