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Beneficiary Designation Form- BEN-001 - rol.frs.state.fl.us - Retirement - rol frs state fl 2026

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The document is a beneficiary designation form for active and terminated members of the Florida Retirement System Pension Plan. It outlines the process for designating or changing beneficiaries, emphasizing that only joint annitants are eligible for monthly benefits upon the member's death. The form requires members to list primary and contingent beneficiaries, including their relationships and percentages of benefit distribution. It also provides specific instructions for different member categories and stresses the importance of keeping beneficiary designations current.

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Click ‘Get Form’ to open it in the editor.
Begin by entering your name and Social Security Number in the designated fields at the top of the form.
Fill in your mailing address and daytime phone number to ensure proper communication regarding your designation.
In the Primary Beneficiary section, list each beneficiary's name, relationship, birthdate, sex, and percentage of benefits. Ensure that the total percentages equal 100%.
Repeat the process for Contingent Beneficiaries, again ensuring that total percentages equal 100%.
Sign and date the form at the bottom to validate your designations before submission.

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2016	4.8 Satisfied (150 Votes)
2013	4.4 Satisfied (143 Votes)

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What is a per Florida law beneficiary?

Until the member submits a beneficiary designation, the members beneficiary will be set as per Florida law, which establishes the beneficiary in the following order: The members spouse, if living. The members surviving children, if any. The members father or mother, if living.

Do I have to fill out a beneficiary designation form?

While it is often beneficial to communicate with beneficiaries regarding the estate administration, executors are not required to comply with every single request for information.

Do I have to fill out beneficiary designation form?

Forms for Designations We recommend that you designate beneficiaries to receive your life insurance benefits. However, if you are happy with the order of precedence(PDF file), you dont have to do anything.

What is a beneficiary designation for pension?

A beneficiary is generally any person or entity the account owner chooses to receive the benefits of a retirement account or an IRA after they die. The owner must designate the beneficiary under procedures established by the plan.

Who is the beneficiary of the retirement system in Florida?

If you are a Pension Plan member, your surviving spouse is automatically your beneficiary unless you designated someone else after your most recent marriage. You may designate your beneficiary or beneficiaries either jointly or sequentially or specify that any benefits due be paid through a trust.

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Do you have to inform beneficiaries?

It saves time. If you die and have not named a beneficiary, this will delay the transfer of whatever funds are in those accounts. In some instances, the delay could be significant and require that the person in charge of your affairs or estate complete a lot of paperwork to make it happen.

Beneficiary Designation Form- BEN-001 - rol.frs.state.fl.us - Retirement - rol frs state fl 2026

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See more Beneficiary Designation Form- BEN-001 - rol.frs.state.fl.us - Retirement - rol frs state fl versions

Complete this form in 5 minutes or less

Got questions?

What is a per Florida law beneficiary?

Do I have to fill out a beneficiary designation form?

Do I have to fill out beneficiary designation form?

What is a beneficiary designation for pension?

Who is the beneficiary of the retirement system in Florida?

Security and compliance

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Do you have to inform beneficiaries?

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Beneficiary Designation Form- BEN-001 - rol.frs.state.fl.us - Retirement - rol frs state fl 2026

Here's how it works

How to use or fill out Beneficiary Designation Form- BEN-001 - rol.frs.state.fl.us - Retirement - rol frs state fl with our platform

See more Beneficiary Designation Form- BEN-001 - rol.frs.state.fl.us - Retirement - rol frs state fl versions

Complete this form in 5 minutes or less

Got questions?

What is a per Florida law beneficiary?

Do I have to fill out a beneficiary designation form?

Do I have to fill out beneficiary designation form?

What is a beneficiary designation for pension?

Who is the beneficiary of the retirement system in Florida?

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Security and compliance

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Complete this form in 5 minutes or less

People also ask

Do you have to inform beneficiaries?

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