Individual Retirement Account BENEFICIARY DESIGNATION FORM For assistance, call Shareholder Services (800) 841-1180 This form should be used to designate or change beneficiaries on an existing retirement.
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How to fill out the BENEFICIARY DESIGNATION FORM - The Royce Funds online
This guide provides comprehensive instructions to help you complete the Beneficiary Designation Form for The Royce Funds. By following these steps, you can ensure that your beneficiary designations are properly recorded and that your wishes are honored.
Follow the steps to fill out the form accurately and efficiently.
- Press the ‘Get Form’ button to acquire the form and open it in your editing tool.
- Begin with Step One: Fill in your account information. Input your account number, fund name, and the complete name of the plan participant or account owner. Ensure that you include your residential street address, as a post office box is not acceptable. Additionally, provide your city, state, zip code, date of birth, social security number, and your daytime and evening telephone numbers.
- Proceed to Step Two: Designate your primary beneficiaries. Clearly state the name, relationship to you, date of birth, social security number, and the proportion of the account to be allocated to each primary beneficiary. Ensure that the total proportions equal 100%. If a primary beneficiary predeceases you, their share is to be divided among the surviving beneficiaries.
- Move on to Step Three: Specify any alternate beneficiaries. Follow a similar format as in Step Two, including names, relationships, dates of birth, social security numbers, and proportions, ensuring the total equals 100%. This step is vital in the event that none of the primary beneficiaries survive you.
- In Step Four, review the spousal consent section if you are married and have designated a beneficiary other than your spouse. Your spouse must provide consent, thereby acknowledging their rights regarding your retirement account. Ensure the appropriate signatures are obtained.
- Next, in Step Five, complete the signature section. Acknowledge that beneficiaries may be changed at any time by submitting a new form. Provide your signature and date it accordingly.
- Finally, in Step Six, print and mail the completed form to the designated address: The Royce Funds, c/o BFDS - Midwest, PO Box 219012, Kansas City, MO 64121-6012. Ensure that the form is sent securely and that all steps have been followed.
Start filling out the Beneficiary Designation Form online to secure your wishes today.
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Get answers to your most pressing questions about US Legal Forms API.
What is a designation of beneficiary form?
Your original designation remains in force whether it still reflects your wishes or not, until you submit another form to cancel prior designations or to designate a new beneficiary. A designation of beneficiary form outlines your desire to have the funds due upon your death paid out in a particular way.
How do I notify a beneficiary?
There are no formal steps to follow when notifying beneficiaries. Give the beneficiary all of your contact info and urge him or her to contact you as soon as possible. You cannot begin making distributions until you've set up a reliable form of communication with the beneficiary.
How do I set up a beneficiary?
You must go to your bank in person to add the beneficiary to your account. Bring along your photo ID, bank account information and beneficiary information. If you want to name multiple beneficiaries, you will need each beneficiary's name and address.
How do I fill out a beneficiary designation form for life insurance?
Write only one beneficiary on each line. Make sure that you write the full names of all beneficiaries. For example, if you name you children as beneficiaries, DO NOT merely write children on one of the lines; instead write the full names of each of your children on separate lines.
What is the beneficiary designation?
Many assets pass by beneficiary designation which is the ability to fill out a form with the financial company holding the asset and name who will inherit the asset upon your death.
What is a secondary beneficiary?
If the primary beneficiary dies before you, a secondary or contingent beneficiary is the next in line. Some people also designate a final beneficiary in the event the primary and secondary beneficiaries die before they do.
What is a supplemental death benefit?
The Supplementary Death Benefit (SDB) is a declining term life insurance based on twice the amount of the employee's salary at the time of retirement. For public service (PS) retirees, beginning at age 66, the benefit declines at the rate of 10% a year until only a $10,000 paid-up benefit is available.
What is a supplemental beneficiary?
This form allows you (as an active or retired employee) to make or change your beneficiary designation to receive the Supplemental Death Benefit (SDB), if any, due upon your death, if your employer provides for this benefit. ... member at the time of your death.
Can you have 3 primary beneficiaries?
Yes, you can have multiple primary beneficiaries.
How do I make a beneficiary?
Keep the purpose of the policy in mind. ... Know your options. ... Have a back-up. ... Keep it up-to-date. ... Be specific. ... Avoid designating a minor. ... Don't unwittingly disqualify your beneficiary from other benefits.
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