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Click ‘Get Form’ to open the Costco 401(k) Designation of Beneficiary Form in our editor.
Begin by filling out your Participant Information. Clearly print your name, Social Security Number, email address, and daytime phone number. Indicate your present marital status by checking either 'Single' or 'Married'.
In the Notice of Spouse's Death Benefit section, understand that if you are married, your spouse must consent to any beneficiary changes. If applicable, complete the Consent of Spouse section with notarization.
Designate your Primary Beneficiary(ies) by entering their names, Social Security Numbers, addresses, birth dates, relationships to you, and the percentage of benefits they will receive. Ensure that each beneficiary's total percentage equals 100%.
If necessary, repeat the process for Secondary Beneficiary(ies) in case your primary beneficiaries are not living.
Finally, sign and date the form at the bottom. If applicable, have your spouse sign and notarize their consent.

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What 401K company does Costco use?

Employer Match: Contribute enough each year to receive the full 50% match on the first $500. Catch-Up Contributions: If you are 50 or older, you can contribute an additional $7,500 annually (2024 limit: $30,500 total).

How much does Costco match 401K?

Costco matches 50% of the first $1,000 you contribute which means the most youll get from the company is $500 per year. That raises a fair question: If the match is that small, how much should I really be contributing to my 401(k)? Even though its not huge, its free money.

Which company has the best 401k plan?

For Costco Wholesale employees, you may choose to do nothing and leave your account in your previous employers 401(k) plan. However, if your account balance is under a certain amount, be aware that your ex-employer may elect to distribute the funds to you.

Does Costco have a good 401k?

Costco is great company to work for. They offer great benefits in many areas, but when it comes to the 401(k) match, their contribution is nothing to write home about. Costco matches 50% of the first $1,000 you contribute which means the most youll get from the company is $500 per year.

How much does Costco match for a 401(k)?

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