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Beneficiary Designee Selection Form

Beneficiary Designee Selection Form 2025

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The document is a Beneficiary Designee Selection Form for the Dallas Police & Fire Pension System, allowing members to designate primary and contingent beneficiaries for their final retirement benefits upon death. It requires member information, marital status, and consent from a spouse if applicable. The form must be signed and notarized before submission.

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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 happens if I dont designate a beneficiary?

Most life insurance policies have a default order of payment if you do not name a beneficiary. For many individual policies, the death benefit will be paid to the owner of the policy if they are different than the insured person and still alive, otherwise it will be paid to the owners estate.

Who is considered a designated beneficiary?

Any of the following individuals are considered an eligible designated beneficiary (EDB): a surviving spouse, a disabled or chronically ill individual, an individual who is not more than 10 years younger than the IRA owner, or a child of the IRA owner who has not reached the age of majority.

Do you have to inform beneficiaries?

While it is often beneficial to communicate with beneficiaries regarding the estate administration, executors are not required to comply with every single request for information.

Do I have to fill out a 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 example of beneficiary designation?

For example, if you name your three cousins as your primary beneficiaries, you can name the children of each cousin as alternate primary beneficiaries. Then, if one cousin dies before you do, their share will be divided between their children who are named as alternate primary beneficiaries.

What is a beneficiary nomination form?

When you make a nomination, you are appointing an individual or institution to receive and oversee your EPF savings in the event of your demise. By planning ahead and nominating a beneficiary early, you can protect your loved ones from unnecessary complications and ensure their financial security after your passing.

Why do I need to designate a beneficiary?

It saves time. If you die and have not named a beneficiary, this will delay the transfer of whatever funds are in those accounts. In some instances, the delay could be significant and require that the person in charge of your affairs or estate complete a lot of paperwork to make it happen.

Beneficiary Designee Selection Form 2025

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