Get Ny Deferred Compensation Plan Dc-3780 2019-2026

Understanding how to complete the NY Deferred Compensation Plan DC-3780 form online is crucial for proper beneficiary designation. This guide will provide you with step-by-step instructions to ensure that your form is filled out accurately and efficiently.

Follow the steps to complete your beneficiary designation form online.

1. Click ‘Get Form’ button to access the document and open it for editing.
2. Begin by filling in your personal data. Input your name, home address, date of birth, city, state, zip code, and home telephone number. You may also provide your account number or the last four digits of your Social Security number.
3. Move to the beneficiary information section. Ensure that you name each beneficiary clearly, including their relationship to you, along with their date of birth. Remember, the percentages for primary beneficiaries must total 100%.
4. Decide on primary beneficiaries. Identify whether you prefer to assign equal percentages among primary beneficiaries. If so, indicate that choice clearly.
5. In the areas provided, enter the name, Social Security number, percentage, relationship, and date of birth for each primary beneficiary. Make sure that the total equals 100%.
6. Complete the contingent beneficiary section in the same manner. Again, confirm that the total percentages equal 100% for contingent beneficiaries.
7. After filling in all required fields, review your form to ensure accuracy. If additional space is needed for more beneficiaries, attach a separate sheet.
8. Sign and date the form to authorize your beneficiary designations, understanding that this revokes any prior designations you may have made.
9. Finally, save your changes, then download or print your completed form for submission. The form can be returned via mail or fax as detailed in the instructions.

Complete your NY Deferred Compensation Plan DC-3780 form online today to ensure your beneficiary designations are accurate.