INSTRUCTIONS: ALABAMA DESIGNATION OF MULTIPLE BENEFICIARIES AFTER RETIREMENT (Form TRS 10MBAR)
Members enrolled in the Teachers' Retirement System of Alabama can use a form TRS 10MBAR to designate multiple beneficiaries who should receive any remaining benefits in the event of their death. This document can be obtained from the website of the Retirement Systems of Alabama. Additional assistance in completing this application can be obtained by calling the phone number listed at the top of the page. Applicants may also wish to file a form W4-P authorizing withholding of pension or annuity payments from retirement funds. This document can also be found on the website of the Retirement Systems of Alabama.
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 1: In the first blank provided, enter your full name.
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 2: In the second blank provided, enter your Social Security number.
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 3: The chart below is provided to allow for documentation of all beneficiaries you wish to name. In the first column, give the first name, middle or maiden name and last name of all such beneficiaries.
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 4: In the second column, enter the date of birth of all beneficiaries named.
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 5: In the third column, provide the complete address of all beneficiaries named.
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 6: In the fourth column, enter a description of each beneficiary's relationship to you.
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 7: Sign the form where indicated.
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 8: The form must be notarized. In the section reserved for the public notary, they will enter the full date of your appearance before them in the blanks where indicated.
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 9: The notary public should sign the form and provide the date on which their commission expires.
Alabama Designation Of Multiple Beneficiaries After Retirement TRS 10MBAR Step 10: Submit the form to the Teachers' Retirement System of Alabama via the mailing address provided at the top of the page.