Get Nationwide Retirement Solutions Dc-770 2022-2025

The Nationwide Retirement Solutions DC-770 form is an essential document for managing retirement plan beneficiary designations and personal information updates. This guide provides step-by-step instructions to assist users in efficiently completing the form online.

Follow the steps to complete the Nationwide Retirement Solutions DC-770 form.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. In the personal information section, enter your full name, date of birth, Social Security number or account number, street address, city, state, ZIP code, primary phone number, and email address. Choose your preferred method of contact for additional information.
3. In the type of change section, select the relevant checkboxes for the changes you wish to make: name change, address change, or beneficiary change. If you are changing your name, be sure to attach proof of the change.
4. In the beneficiary designation section, identify your primary and contingent beneficiaries. For each beneficiary, provide their full name, Social Security number, date of birth, relationship to you, and allocation percentage. Ensure that allocations total 100%.
5. If you have more than two beneficiaries of either type, indicate that you have additional beneficiaries and attach a page with their information.
6. Review the paperless delivery consent section. If you agree to receive documents electronically, ensure your email is provided correctly. If you prefer physical copies, check the appropriate box.
7. In the authorization section, sign and date the form to confirm that the beneficiary designations supersede any previous designations. Ensure the signature matches the name listed on the form.
8. Once all sections are completed, save your changes. You can then download, print, or share the completed form as needed.

Complete your Nationwide Retirement Solutions DC-770 form online today for a streamlined process!