Topic Archive: Beneficiary Designation

Is There a Specific Format or Required Content for a Beneficiary Designation Form?

DWC | 09/19/17

Facts

A participant in our retirement plan just passed away. When we were reviewing our files, we were glad to see that he had completed a beneficiary designation form. On closer review, however, we noticed that the form does not have the name of the plan listed. It has his name, details about his intended beneficiaries and even a stamp showing the date we received it from him, but the plan name is missing.

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