Get Beneficiary Designation/ Name & Address Change - 457(b) And ... - Co Thurston Wa

This guide provides clear instructions for completing the Beneficiary Designation/ Name & Address Change - 457(b) And ... form online. By following this comprehensive approach, users can ensure that their beneficiary information is accurately recorded, facilitating effective digital document management.

Follow the steps to complete the form online:

1. Press the ‘Get Form’ button to access the Beneficiary Designation/ Name & Address Change - 457(b) And ... form. This will open the document in an editable format for you to proceed.
2. Begin by entering your personal details, including your social security number, employer's name, and your own name as it appears on official documents. If you have changed your name, please ensure to provide the necessary documentation.
3. Next, fill in your mailing address, including the new address if applicable, city, state, and zip code. Additionally, provide your home and work phone numbers, including the extension if relevant.
4. In the Beneficiary Information section, list all primary beneficiaries by providing their full names, addresses, phone numbers, social security numbers, dates of birth, relationship to you, and the percentage of death benefits each beneficiary will receive. Ensure that the total percentage for primary beneficiaries equals 100%.
5. If applicable, designate contingent beneficiaries by following the same process as for primary beneficiaries, ensuring that their total percentage also equals 100%.
6. After completing all sections, review your entries for accuracy. Ensure that all required fields are filled and percentages correctly sum to 100%.
7. Once verified, save your changes, and proceed to download or print the completed form for your records. You will also need to sign and date the form to validate your beneficiary designations.
8. Finally, mail the completed Beneficiary Designation to MassMutual at the provided address and keep a copy for your records. Ensure that a copy is also provided to your employer.

Complete your Beneficiary Designation form online today to ensure your wishes are accurately reflected.