Get Designation Of Beneficiary (form 4) - Maryland State Retirement And ...

Filling out the Designation of Beneficiary (Form 4) is an essential step for users who want to designate beneficiaries for retirement benefits in Maryland. This guide provides clear, step-by-step instructions to complete the form online with confidence.

Follow the steps to effectively complete your beneficiary designation form.

1. Click 'Get Form' button to obtain the form and open it for editing.
2. Enter your social security number in the designated field. Ensure that all information is accurate to avoid processing delays.
3. Select your current status by checking the appropriate box: 'Active,' 'Vested,' or 'Retired.' If you are retiring, also fill in your retirement date.
4. Provide your full name, including first name, initial, and last name, as well as your home address, city, state, and zip code. Make sure the information is legible.
5. List your primary beneficiary or beneficiaries. Include their full names, relationships to you, gender, birthdates, and addresses. Ensure that the information is precise, and if needed, check the box to indicate that additional beneficiaries are listed on another form.
6. If applicable, list your contingent beneficiaries in the same manner as your primary beneficiaries. Ensure you understand that contingent beneficiaries receive benefits only if all primary beneficiaries are deceased.
7. In the authorization section addressed to the Maryland State Retirement Agency, read the statement carefully and ensure you understand your agreement regarding the distribution of benefits after your death.
8. Sign the form, then have your signature notarized by a Notary Public. This step is crucial as the form is invalid without a notarized signature.
9. Review the completed form for any errors or omissions. It's essential to ensure all fields are filled accurately before submitting.
10. Save your changes and download or print a copy of the form for your records. Finally, mail the completed form to the Maryland State Retirement Agency at the address listed.

Ensure your beneficiaries are designated correctly—complete your Designation of Beneficiary Form online today.