Get Nationwide Retirement Solutions Dc-770 2015

Filling out the Nationwide Retirement Solutions DC-770 form online can streamline the process of managing your retirement plan. This guide offers step-by-step instructions to assist you in accurately completing the form, ensuring that your data is submitted correctly.

Follow the steps to complete your form easily and efficiently.

1. Click ‘Get Form’ button to access the Nationwide Retirement Solutions DC-770 form and open it in your digital editor.
2. In the 'Personal Information' section, enter your full name, Social Security Number or Account Number, date of birth, email address, and home and work phone numbers. Ensure that all information is accurate to avoid delays.
3. Indicate the type of request by checking one of the options: Beneficiary Change, Address Change, or Name Change. If you select Name Change, ensure to attach proof of the name change, such as a copy of your driver’s license, Social Security card, or marriage certificate.
4. In the 'Paperless Delivery Option' section, decide whether to receive your statements and documents electronically or via US mail. Provide your email address to consent to electronic delivery, unless you check the box for US mail.
5. Complete the 'Beneficiary Designation' section. List the names of your primary beneficiaries along with their relationships to you. Ensure that the percentage split totals 100% and provide their addresses, Social Security numbers, and dates of birth.
6. If you have contingent beneficiaries, provide their information in the same manner as the primary beneficiaries, ensuring the total percentage also equals 100%.
7. In the 'Authorization' section, review the statement. Your signature and the date are required for the designation to become effective. This action will replace any prior beneficiary designations.
8. After you have filled in all required fields, ensure all the information is accurate before you finalize. You may save changes, download, print, or share the form as needed, based on the options available in your editor.

Complete your Nationwide Retirement Solutions DC-770 form online today and ensure your retirement plan is up-to-date.