Paychex beneficiary designation form 2025

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The document is a 401(k) Beneficiary Designation Form that allows employees to designate primary and secondary beneficiaries for their retirement plan benefits. It outlines the rules regarding beneficiary designations, particularly for married individuals who must designate their spouse as the primary beneficiary unless a spousal waiver is completed. The form requires personal information, beneficiary details, and includes sections for spousal consent and notarization.

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Versions	Form popularity	Fillable & printable
2011	4.8 Satisfied (217 Votes)
2004	4.2 Satisfied (47 Votes)

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How to fill out beneficiary designation form?

Important Things to Remember about Designations Only the insured can sign the designation of beneficiary. Exception: If you assigned your insurance (using an RI 76-10 Assignment form), only the assignee(s) has(have) the right to make a designation. Your employing office must receive the completed form before you die.

What is a beneficiary designation for employee insurance?

Beneficiary designations allow you to transfer assets directly to individuals, regardless of the terms of your will. Beneficiary designations are often made when a financial account, retirement account, or life insurance policy is established.

What is a designation beneficiary?

A Designation of Beneficiary form should be completed and properly executed by each Participant in the Plan. This form provides direction to the Administrator about the distribution of a Participants account balance in the event of the Participants death.

What does designation of beneficiary mean?

Designated beneficiaries can include a survivor who has not been named as a successor holder, former spouses or common-law partners, children, a designated subsequent survivor holder who is the new spouse or common-law partner of the successor holder, and qualified donees.