Retirement topics - Beneficiary - Internal Revenue Service
2024年8月26日 · Some retirement plans require specific beneficiaries under the terms of the plan (such as a spouse or child). Beneficiaries of an IRA, and most plans, have the option of taking a lump-sum distribution of the inherited account at any time.
This form may be used to designate one or more beneficiaries for an IRA or a 403(b)(7) account. To designate beneficiaries for a Qualified Retirement Plan (QRP), use the Qualified Retirement Plan (QRP)/Individual 401(k) Beneficiary Designation Form.
Use this form to add or change the beneficiaries of your Fidelity Self-Employed 401(k), Profit Sharing, or Money Purchase Plan account(s). Do NOT use for any other type of account Type on screen or print out and fill in using CAPITAL letters and black ink.
Qualified Plan Beneficiary Designation . 1. GENERAL INSTRUCTIONS. Please complete this form and sign it on the back. In the future, you may revoke the beneficiary designation and designate a different beneficiary by submitting a new Beneficiary Designation form to Fidelity. 2.DESIGNATING YOUR BENEFICIARY(IES)
Use this form to update existing or designate new beneficiary(ies) on your TIAA retirement plan. For changes to other product or account types, please visit us at
Beneficiary Designation Form - SHRM
Editor’s Note: This is an example of a beneficiary designation form that should be customized for your benefit plans. It may be necessary to have a separate beneficiary form for each benefit...
If you have a traditional IRA or participate in an employer-sponsored retirement plan such as a 401(k) plan, you are generally required to complete a beneficiary designation form with the IRA custodian or plan administrator.