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Florida beneficiary form 2026

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  1. Click ‘Get Form’ to open the Florida Beneficiary Form in our editor.
  2. Begin by entering your personal information at the top of the form, including your name, Social Security Number, mailing address, and daytime phone number.
  3. In the 'Primary Beneficiary' section, list up to two primary beneficiaries. For each beneficiary, provide their name, birthdate, gender, relationship to you, and the percentage of benefits they will receive. Ensure that the total percentages equal 100%.
  4. Next, move to the 'Contingent Beneficiary' section. Again, list up to two contingent beneficiaries with their respective details and ensure their total percentages also equal 100%.
  5. Finally, sign and date the form at the bottom before submitting it to the Division of Retirement. Keep a copy for your records.

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