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Printable beneficiary forms 2025

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The document is a comprehensive retirement packet for members of the Tennessee Consolidated Retirement System (TCRS), detailing eligibility requirements for retirement, types of retirement benefits (full, early, and disability), necessary application forms, and continuation of health benefits post-retirement. It includes instructions on how to apply for retirement, information on benefit payment plans, and guidelines for maintaining insurance coverage. Additionally, it provides a checklist for pre-retirement planning and resources for further assistance.

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Click ‘Get Form’ to open the printable beneficiary form in our platform's editor.
Begin by filling out your personal information in the Member Information section, including your full name, telephone number, date of birth, and Social Security number.
In the Beneficiary Information section, provide the name, date of birth, relationship to you, and Social Security number of your chosen beneficiary. Ensure that this information is accurate as it determines who will receive benefits.
Review the instructions regarding multiple beneficiaries. If naming more than one person, ensure their shares total 100%.
Sign and date the form at the bottom to validate your submission. This step is crucial for processing your request.
Once completed, save your changes and download the form or send it directly from our platform to the appropriate department.

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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.

Do banks have beneficiary forms?

In order to select a beneficiary when you pass away, the bank will ask you to complete a beneficiary designation form. The purpose of the beneficiary designation form is so that when you pass away, your beneficiary is going to receive the remaining funds left on the bank account.

What proof does a beneficiary need?

Primary beneficiaries must present proof (e.g., marriage certificate for the spouse, birth or adoption certificate for children) to establish legitimacy or recognized filiation. Secondary beneficiaries (parents) must show evidence (e.g., birth certificate of the member, plus an affidavit of dependence if required).

What are the four types of beneficiaries?

Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family, charity, and the government.

What documents are needed for a beneficiary?

Youll need to provide specific details about the beneficiary, such as the beneficiarys name, date of birth, country of citizenship, relationship to account holder and either the beneficiarys Social Security number (SSN)/tax identification number (TIN) or complete address.

What information do I need for a beneficiary?

If you are a designated beneficiary on an account, the bank will release the funds in the account to you once you present it with a certified copy of the account owners death certificate and your government-issued ID.