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  • Frs Investment Plan Beneficiary Designation Form *dc0003*

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K Telephone Home Telephone ( ( ) E-Mail: ) You may designate one or more individuals as your beneficiary to receive your assets, if any, in the FRS Investment Plan in the event of your death. You may designate any person, organization or trust, or your estate. Contingent beneficiaries are optional they will inherit your FRS Investment Plan Account if all primary beneficiaries are deceased. Enter all required information for each beneficiary. If you need to add more than 3 primary or c.

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Beneficiaries Related content

0001107194-07-000018.txt
... FORM TYPE: 8-K SEC ACT: 1934 Act SEC FILE NUMBER: 000-30649 FILM NUMBER: 071148892...
Learn more
FRS Investment Plan Beneficiary Designation Form
You may designate one or more individuals as your beneficiary to receive your assets, if...
Learn more
0001107194-07-000018.txt
... FORM TYPE: 8-K SEC ACT: 1934 Act SEC FILE NUMBER: 000-30649 FILM NUMBER: 071148892...
Learn more

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The FRS Pension Plan provides a monthly benefit to you when you retire. The FRS Investment Plan lets you choose how your money is invested and how you want to receive payments.

Change a beneficiary Generally, you can review and update your beneficiary designations by contacting the company or organization that provides your insurance or retirement plan. You can sometimes do this online. Otherwise, you'll have to complete, sign, and mail a paper form.

(Accessible without login) Logging in to MyFRS.com and clicking Investment Plan > Your Profile > Beneficiaries. Mailing or faxing an FRS Investment Plan Beneficiary Designation form (IPBEN-1), available online, to the Investment Plan Administrator. Calling the MyFRS Financial Guidance Line at 1-866-446-9377, Option 4.

Your beneficiary is the person or persons you can designate who will receive your retirement benefit in the event of your death. Under both plans, you'll need to complete a beneficiary designation form if you wish to control who may receive any available retirement benefits. You can change your beneficiary at any time.

It depends. If you elect a joint-and-survivor annuity, you can designate only one person as survivor beneficiary. If you elect a certain-and-continuous annuity, you can designate more than one survivor beneficiary. You can designate more than one person as beneficiary for money owed you at death.

To do this, go to my.calpers.ca.gov and follow the prompts from the Retirement tab to Change Retirement Benefit. You will be able to create and save estimates based on different life event and beneficiary scenarios. You can then elect to make the change online or you can print and mail us your signed election document.

You do not need to designate a beneficiary unless you want to name some person or persons not listed above or you want the payment to be made in a different order.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232