Home Retirement ERS 10MB Multiple Beneficiaries Attachment

ERS 10MB Multiple Beneficiaries Attachment

ERS 10MB Multiple Beneficiaries Attachment

 

INSTRUCTIONS: ALABAMA MULTIPLE BENEFICIARIES ATTACHMENT (Form ERS 10MB)

 

 

To designate multiple beneficiaries to receive any benefits from your account in the Employees' Retirement System of Alabama, a form ERS 10MB should be used. This document can be obtained from the website maintained by the Retirement Systems of Alabama. Further assistance in completing this document can be obtained through the phone numbers given at the top of the form.

 

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 1: On the first blank line, enter your full name, including your middle or maiden name.

 

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 2: On the second blank line, enter your Social Security number.

 

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 3: The table provided below is for documentation of your multiple beneficiaries. When naming multiple beneficiaries, the Retirement Systems of Alabama will distribute your funds equally among them on a "joint survivorship" basis. You may designate up to eight beneficiaries on one form. In the first column, provide the first name, middle or maiden name and last name of each beneficiary.

 

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 4: In the second column, enter the date of birth of each beneficiary.

 

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 5: In the third column, enter the address of each beneficiary.

 

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 6: In the fourth column, enter the relationship of each beneficiary to you.

 

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 7: Check the box next to the first statement if these beneficiaries are different from those listed on your active account and you wish for this beneficiary designation statement to take effect upon submission.

 

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 8: Check the box next to the second statement if these beneficiaries are different from those listed on your active account and you wish for this beneficiary designation statement to take effect upon the date of your retirement.

 

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 9: Sign the form where indicated.

 

Alabama Multiple Beneficiaries Attachment ERS 10MB Step 10: Appear before a notary public, who will affix their seal, as well as entering the name of the county in which you are appearing, the month, date and year, their signature and the date of the expiration of their commission.

Download the PDF file .

Comments

comments