Designating Beneficiary(ies) for Retirement System Contributions - ncdhhs 2025

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling out Section A with your personal information, including your first name, last name, SSN, and mailing address. Ensure all details are accurate and typed in black ink.
  3. In Section B, select the appropriate Retirement System that applies to you. Remember that a separate form is needed for each system.
  4. Proceed to Section C where you will authorize the Board of Trustees to make payments to your designated beneficiaries. Sign and date this section.
  5. Complete Sections G and H by designating your principal and contingent beneficiaries. Provide their names, addresses, and Social Security numbers as required.
  6. If necessary, use the continuation page for additional beneficiaries. Make sure no erasures or white-outs are present in any sections.
  7. After completing the form, have it notarized as instructed in Section D before submitting it by mail as outlined in Section E.

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Contact your employers plan administrator to update beneficiaries. For some annuities, you may need to contact your plans trustee to make beneficiary changes.
A contingent beneficiary is a person you choose to inherit some or all of your assets but only if the primary beneficiary cant accept them. Naming beneficiaries is one of the most important steps in buying a life insurance policy, opening a financial account, or completing your estate planning checklist.
When the individual qualifies under another persons account (for example, as a spouse or child), the code identifies the type of relationship between the individual and primary beneficiary.
More In Retirement Plans 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.
Beneficiary (ies) means the individual/(s) nominated by the Life Insured to receive the Benefit. In the case of Coverage on joint lives insured, the term Beneficiary shall mean the surviving Life Insured.

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Clearly identify your beneficiary(ies), providing each beneficiarys full name, date of birth, Social Security number, address, and relationship to you. You can name primary and contingent beneficiaries.

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