Send completed and signed forms to HR Operations as indicated on the form. You can also contact HR Operations to send the form electronically. Note that any designation of beneficiary is subject to ...

You can do things like update your contact information, view or update your beneficiaries, apply for a loan, request service credit, manage your loan and service credit payments, estimate your pension ...

Many assets pass by beneficiary designation — which is the ability to fill out a form with the financial company holding the asset and name who will inherit the asset upon your death.

If a designated beneficiary is subject to the life expectancy ... date—except that the five years is increased to 10 years. No Form 5329 and No Further Action Required for Automatic Waivers ...

Your beneficiary designation takes precedence over any instructions ... your spouse becomes the 401(k)'s beneficiary unless they sign a consent form. If you fail to designate a 401(k) beneficiary ...

Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset if the account owner dies. Yet ...