Get Designation Of Qpp Beneficiary Form (code En6). Form - Trsnyc

This guide provides step-by-step instructions on how to complete the Designation Of QPP Beneficiary Form (code EN6) online. Carefully following these instructions will help ensure that your beneficiary designations are accurately recorded and processed.

Follow the steps to complete your beneficiary designation form effectively.

1. Click the ‘Get Form’ button to retrieve the Designation Of QPP Beneficiary Form (code EN6) and open it for editing.
2. In Part A, provide your personal information as follows: your first name, middle initial, last name, permanent home address, social security number (last four digits), apartment number (if applicable), TRS membership number, city, state, zip code, email address, and primary phone number. Select the correct type of primary phone number from the options provided, and fill in your alternate phone number if necessary.
3. If you have entered any new contact information, check the corresponding box to confirm that TRS should update their records accordingly. It is crucial to keep your contact information current.
4. In Part B, list all beneficiaries indicating their names, addresses, dates of birth, gender, and relationships to you. Specify whether each beneficiary is primary or contingent and designate the percentage of the benefit for each if applicable. Ensure that the total percentages for primary and contingent beneficiaries equal 100%.
5. If you wish to designate more than six beneficiaries, check the appropriate box and attach the Additional QPP Beneficiary Form (code EN7).
6. In Part C, read and sign the declaration, certifying that you revoke all previous beneficiary designations. Make sure to date your signature. Ensure that you have completed the beneficiary designation checklist to confirm everything is in order.
7. If required, Part D must be completed by a notary, including their signature and official title.
8. Finally, save changes, download, print, or share the completed form as needed.

Complete your Designation Of QPP Beneficiary Form online today to ensure your beneficiaries are accurately designated.