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Form. (NOTE: Please print in black or blue ink, and initial any changes that you make on this form.) PART A: All information must be provided. First Name MI Last Name Permanent Home Address Social Security Number (last 4 digits only) XX X X X Apt. No. TRS Membership Number City State Zip Code Primary Phone Number (Check one: ( ) Alternate Phone Number (Check one: ( ) Home Home Work Work Mobile) Mobile) INSTRUCTIONS 1. ou should file this form only if.

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How to fill out the Black Trsny Form online

The Black Trsny Form is an essential document for designating additional beneficiaries under the Qualified Pension Plan. This guide will provide you with a clear, step-by-step approach to successfully complete the form online, ensuring all required information is accurately provided.

Follow the steps to complete the Black Trsny Form online efficiently.

  1. Click ‘Get Form’ button to obtain the form and open it in your editor.
  2. In Part A, provide your first name, middle initial, and last name. Ensure all information matches your official documents.
  3. Enter your permanent home address, including apartment number, city, state, and zip code accurately.
  4. Fill in the last four digits of your Social Security number and TRS membership number.
  5. Indicate your primary phone number by checking the appropriate box (home, work, or mobile). Repeat for an alternate phone number.
  6. In Part B, list the names and addresses of all beneficiaries you wish to designate. Ensure you provide all requested information for each beneficiary.
  7. Cross out any unused sections for beneficiaries to avoid confusion. For each beneficiary, mark whether they are a primary or contingent beneficiary.
  8. If applicable, specify the percentage assigned to each beneficiary.
  9. Complete the date of birth and relationship for each beneficiary, using the designated checkboxes.
  10. In Part C, sign and date the form, certifying that the information provided is accurate.
  11. Ensure this form is accompanied by a completed and notarized Designation of QPP Beneficiary Form to be valid.
  12. Once completed, you can save the changes to the form, download it for your records, print it, or share it as needed.

Start completing your Black Trsny Form online today to ensure your beneficiaries are designated correctly.

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