Get Additional Tda Beneficiary Form (code En9) - Trsnyc

Completing the Additional TDA Beneficiary Form (code EN9) is essential to designate additional beneficiaries beyond the available space in your primary designation form. This guide provides clear, step-by-step instructions to assist you in filling out this form accurately and efficiently.

Follow the steps to successfully complete your Additional TDA Beneficiary Form.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. In Part A, provide your personal information. This includes your first name, middle initial, last name, permanent home address, social security number (last four digits), TRS/TDAB membership number, and primary and alternate phone numbers. Ensure that you check the appropriate box to indicate whether the phone number is home, work, or mobile.
3. Proceed to Part B, where you will detail information for each beneficiary. For each beneficiary, fill in their name, address (street, city, state, and zip), date of birth, gender (check male or female), their relationship to you, and whether they are a primary or contingent beneficiary. If applicable, include the percentage of benefits they will receive.
4. If there are unused sections for beneficiaries, cross them out to avoid confusion. Ensure that you provide all necessary beneficiary information as required.
5. In Part C, you will need to certify that the form is filed along with a completed and notarized Designation of TDA Beneficiary Form (code EN8). Sign and date the form to confirm the accuracy of the information provided.
6. If required, Part D must be completed by a notary, acknowledging your identity and the execution of the form. Ensure that this section is correctly filled out if applicable.
7. Once all sections are filled out correctly, save changes, download, and print the form for your records. Remember to follow any additional instructions provided regarding submission.

Complete the Additional TDA Beneficiary Form online to ensure your beneficiaries are designated correctly.