Get Ibew Local No 9 And Line Clearance Contractors 401 K

The Ibew Local No 9 And Line Clearance Contractors 401 K beneficiary designation form is essential for managing your retirement savings. This guide will walk you through each section of the form, ensuring you understand how to complete it accurately and online.

Follow the steps to complete the beneficiary designation form.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by filling out your participant information. Enter your name, Social Security number, address, gender, birth date, marital status, phone number, city, state, and ZIP code in the designated fields. Ensure that each entry is accurate, as this information is vital for your beneficiary designation process.
3. If you are married and do not designate your spouse as the sole primary beneficiary, you will need to have your spouse sign Section 3 of the form to acknowledge this decision. This step is crucial to ensure that your form is valid.
4. In Section 1, identify your primary beneficiaries. For each person or trust, provide their name, relationship to you, their address, Social Security or tax ID number, birth date, and the percentage of your benefits they will receive. Ensure that the total percentages equal 100.
5. In Section 2, list your secondary or contingent beneficiaries. This section is for any individuals you want to designate in case no primary beneficiaries survive you. Again, make sure the total percentages equal 100.
6. If you have designated a primary beneficiary other than your spouse, your spouse must complete Section 3. They should sign the consent to acknowledge your beneficiary choices. Include the date and have this witnessed by a notary or plan representative.
7. Lastly, sign Section 4 to acknowledge that you understand the terms of the plan and that your current designation supersedes any previous designations. Enter the date of your signature.
8. After completing all sections, you can save your changes, and then download, print, or share the form according to your needs.

Complete your Ibew Local No 9 And Line Clearance Contractors 401 K beneficiary designation form online today to secure your retirement savings.