DesiGnation of beneficiary alternate benefit proGram ... - ... 2025

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  1. Click ‘Get Form’ to open the desiGnation of beneficiary alternate benefit proGram ... - ... in the editor.
  2. Begin by filling out Section A with your personal information, ensuring clarity and accuracy in your name, address, and Social Security number.
  3. In Section B, select the appropriate retirement system you belong to by checking the corresponding box.
  4. Proceed to Section C and choose the type of distribution you are requesting. Make sure to check only one option that applies to your situation.
  5. If applicable, indicate whether you will be using personal funds along with rollover/transfer funds in Section C. Clearly state the amounts for both.
  6. Once completed, send the form to your disbursing plan’s administrator for their certification in Section D.
  7. Finally, return the fully completed form along with any checks to the Division of Pensions & Benefits as instructed.

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An alternate benefit provision in a dental plan contract allows the third-party payer or insurance carrier to determine the benefit based on an alternative procedure that is generally less expensive than the one provided or proposed by the servicing provider.
Alternative Benefits means Covered Benefits that are provided by a program, plan or arrangement other than this Plan.
TDA Designation of Beneficiary form applies only to monies accrued under the Tax Deferred Annuity Program. It may not be used to change your beneficiary(ies) with respect to other death benefits payable by the New York City Board of Education Retirement System.
A beneficiary is the person or entity that you legally designate to receive the benefits from your financial products. For life insurance coverage, that is the death benefit your policy will pay if you die. For retirement or investment accounts, that is the balance of your assets in those accounts.
The Alternate Benefit Plan (ABP) is a tax-sheltered, defined contribution retirement program for certain higher education faculty, instructors, and administrators. ABP provides retirement benefits, life insurance and disability coverage, which can help provide security in retirement.

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States have the option to provide alternative benefits specifically tailored to meet the needs of certain Medicaid population groups, target residents in certain areas of the state, or provide services through specific delivery systems instead of following the traditional Medicaid benefit plan.

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