Home
Forms Library
DesiGnation of beneficiary alternate benefit proGram ... - ...

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

desiGnation of beneficiary alternate benefit proGram ... - ... Preview on Page 1

See details

4.4 out of 5

28 votes

The document provides detailed instructions for members of various New Jersey retirement systems on how to complete a Rollover/Transfer Request form to purchase additional service credit using funds from eligible retirement plans. It outlines the types of eligible plans, the necessary steps to complete the form, and the requirements for transferring funds from different sources such as 401(k), IRA, and state employee deferred compensation plans. The document emphasizes the importance of obtaining a Purchase Cost Quotation Letter before initiating the rollover or transfer process.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out desiGnation of beneficiary alternate benefit proGram ... - ... with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open it in the editor.
Begin by filling out Section A with your personal information, including your name, Social Security number, and contact details.
In Section B, select the appropriate retirement system you belong to by checking the corresponding box.
Proceed to Section C and choose the type of distribution you are requesting. Ensure that you check only one option that applies to your situation.
If applicable, indicate whether you will be using personal funds along with rollover funds in Section C. Specify the amounts clearly.
Once completed, send the form to your disbursing plan’s administrator for their certification in Section D.
Finally, return the completed form along with any checks to the Division of Pensions & Benefits as instructed.

Start using our platform today for free and streamline your document editing and submission process!

See more desiGnation of beneficiary alternate benefit proGram ... - ... versions

We've got more versions of the desiGnation of beneficiary alternate benefit proGram ... - ... form. Select the right desiGnation of beneficiary alternate benefit proGram ... - ... version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2018	4.4 Satisfied (28 Votes)
2015	4.5 Satisfied (46 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What do you call a second beneficiary?

A contingent beneficiary, or secondary beneficiary, serves as a backup to the primary beneficiaries named on your life insurance policy.

What are the categories of beneficiary?

After reading this post, youll come to know that how these insurance products can make a huge difference in beneficiaries life. Contingent Beneficiary. Multiple Beneficiaries. Irrevocable Beneficiary. Revocable Beneficiary. Minor as a Beneficiary.

What is the designation of beneficiary in CTPF?

In an insurance policy, an alternate beneficiary is usually a secondary or contingent beneficiary who receives the proceeds if the primary beneficiary has died.

What do you name a contingent beneficiary as?

You can name almost anyone as your contingent beneficiary. However, as in the case of primary beneficiaries, you cannot name children under the age of 18 or pets. One common scenario is for someone to name their spouse as a primary beneficiary and their adult children as contingent beneficiaries.

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 an alternative beneficiary?

An alternate beneficiary is someone who will benefit from or gain ownership of property only if the primary beneficiary is unable or unwilling to take ownership.

What is an alternate beneficiary called?

If you name your estate as your beneficiary and die without a will, the court will appoint someone to administer your estate. This will delay payment of your pension benefit. You may wish to speak with a lawyer or estate planner to discuss your options.

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

Here's how it works

How to use or fill out desiGnation of beneficiary alternate benefit proGram ... - ... with our platform

See more desiGnation of beneficiary alternate benefit proGram ... - ... versions

Complete this form in 5 minutes or less

Got questions?

What do you call a second beneficiary?

What are the categories of beneficiary?

What is the designation of beneficiary in CTPF?

What do you name a contingent beneficiary as?

Do I have to fill out beneficiary designation form?

People also ask

What is an alternative beneficiary?

What is an alternate beneficiary called?

Related links

Try more PDF tools

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

Here's how it works

How to use or fill out desiGnation of beneficiary alternate benefit proGram ... - ... with our platform

See more desiGnation of beneficiary alternate benefit proGram ... - ... versions

Complete this form in 5 minutes or less

Got questions?

What do you call a second beneficiary?

What are the categories of beneficiary?

What is the designation of beneficiary in CTPF?

What do you name a contingent beneficiary as?

Do I have to fill out beneficiary designation form?

Related Searches

People also ask

What is an alternative beneficiary?

What is an alternate beneficiary called?

Related links

Try more PDF tools