Get Ak 98214-03 2015-2026

Filling out the AK 98214-03 form, which is a Beneficiary Designation for the 401(a) Plan in the State of Alaska, is essential to ensure your beneficiaries are correctly listed. This guide provides clear, step-by-step instructions for completing the form online efficiently.

Follow the steps to successfully complete the AK 98214-03 form.

1. Click the ‘Get Form’ button to obtain the form and open it in your chosen editor.
2. Begin by filling out the participant information section. This includes your last name, first name, middle initial, social security number, date of birth, email address, daytime phone number, alternate phone number, and division or payroll center. Be sure all information is accurate and complete.
3. Designate your primary beneficiaries. You must include their names, relationship to you, street addresses, and respective percentages of the account balance. Note that if you have a spouse, they must be designated as the primary beneficiary for at least 50% of your account balance, unless they provide consent to a different designation.
4. If applicable, fill out the contingent beneficiary section, similar to the primary beneficiaries, providing names, relationships, addresses, and percentages. Ensure that the total for both primary and contingent beneficiaries equals 100%.
5. Review the signatures and consent section. Here you will provide your signature and the date, confirming that you have completed the form and understand its implications. If you are married and have designated someone other than your spouse as a primary beneficiary, your spouse must also sign in the spousal consent area.
6. Ensure that you have completed the notarization or witness requirements for the spousal consent, if applicable. Your signature must be notarized or witnessed, and the notary's seal must be visible.
7. After all signatures are complete, save all changes to the document. You can then download, print, or share the completed form as needed before submission.

Complete your documents online today to ensure your beneficiaries are correctly designated.