Diversified Form 2232 PDF Details

In the world of non-annuity plans, making sure your benefits go to the right hands after your departure is crucial. The Diversified 2232 form serves as a critical tool for individuals seeking to designate or alter beneficiary information for their accounts. It encompasses everything from initial designations, changes to existing ones, to specific instructions for contingent beneficiaries in the absence of primary ones. This comprehensive form, set out to simplify the intricate process of beneficiary assignments, obliges participants to fill out personal information, understand pre-retirement survivor benefit requirements, and if applicable, secure spousal consent. Employment details, participant identification, and detailed beneficiary allocations—everything is structured to ensure clarity and prevent ambiguities. The form emphasizes the importance of shares being allocated in whole percentages and reaching a total of 100% for both primary and contingent beneficiaries, underlining the necessity for meticulous planning and precision. By providing spaces for additional beneficiary designations, the form caters to the diverse needs of participants, ensuring no detail is overlooked. Moreover, it enforces the legal stipulation that married participants must have their spouse's consent if choosing a non-spouse primary beneficiary for the entirety of their account balance, ensuring fairness and transparency within marital relationships.

QuestionAnswer
Form NameDiversified Form 2232
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namesBeneficiary Designation 344 in word form

Form Preview Example

Beneiciary Designations

Instructions

To designate a beneiciary or to change your existing beneiciary designation on a non-annuity plan, complete all applicable sections of this form, obtain any required signatures, and return it to your Plan Administrator. To conirm if your plan is a non-annuity plan, or for a further explanation of pre- retirement survivor beneit requirements, please see your Plan Administrator or call Diversiied at 800-755-5801.

Initial Designation

Section A. Employer Information

Change of Designation

Company/Employer Name

Contract/Account No.

Section B. Participant Information

Afiliate No.

Division No.

Social Security No.

Date of Birth

(mm/dd/yyyy)

First Name/Middle Initial

Last Name

Mailing Address

City

Phone No.

State

Ext.

Zip Code

E-mail Address

Marital Status:

Married Single/Divorced

Section C. Primary Beneiciary Designation - Will receive beneits in the event of your death

This designation will apply to the account number above. You must designate a speciic percentage for each beneiciary. Shares must be whole percentages and total 100%. If you do not indicate shares, beneits will be split equally among surviving beneiciaries. If the named beneiciary is a trust, please specify the name and date of the trust, and the name of the trustee.

Note: Share of beneits must total 100% for primary beneiciaries. If additional space is needed to designate multiple beneiciaries, complete the Supplemental Beneiciary Designation page.

Share of Beneits:

% (whole percentages only)

Relationship

Last Name

Date of Birth (mm/dd/yyyy)

First Name/Middle Initial

Social Security No.

Mailing Address

City

State

Zip Code

Form No. 2232 (rev. 5/11) (Page 1 of 4) Corporate Plans/NFP ERISA/Non-Annuity Plans

Primary Beneiciary Designation (continued)

Share of Beneits:

 

% (whole percentages only)

Relationship

Last Name

 

 

Date of Birth (mm/dd/yyyy)

 

 

 

 

 

 

 

 

First Name/Middle Initial

Social Security No.

Mailing Address

City

State

Zip Code

Section D. Contingent Beneiciary(ies) - Will receive beneits if no primary beneiciary is living at the time of your death

Note: Share of beneits must total 100% for contingent beneiciaries. If additional space is needed to designate multiple beneiciaries, complete the Supplemental Beneiciary Designation page.

Share of Beneits:

% (whole percentages only)

Relationship

Last Name

Date of Birth (mm/dd/yyyy)

First Name/Middle Initial

Social Security No.

Mailing Address

City

State

Zip Code

Share of Beneits:

% (whole percentages only)

Relationship

Last Name

Date of Birth (mm/dd/yyyy)

First Name/Middle Initial

Social Security No.

Mailing Address

City

State

Zip Code

Form No. 2232 (rev. 5/11) (Page 2 of 4) Corporate Plans/NFP ERISA/Non-Annuity Plans

Section E. Notice and Waiver of Pre-Retirement Survivor Beneit

(for married participants if spouse is not primary beneiciary for 100% of account balance):

As a plan participant, the law requires that you be informed as to the disposition of your account. In the case of your death before retirement, the

plan will pay your full vested account balance to your surviving spouse. However, you may elect to waive the requirement that your death beneit be

paid to your surviving spouse. Your spouse must consent in writing to any such waiver. You may revoke any waiver at any time before your death, and, if you desire, make a new election, provided your spouse consents to this new election. If you elect that your spouse is not to be your beneiciary for your full vested account balance (and your spouse has consented), then you may designate a beneiciary of your choosing. If you are not married at the time of your death, the death beneit will be paid to your designated beneiciary.

I have been informed that if I should die prior to my retirement, I have the right to have the full vested account balance in the plan paid to my spouse; that I have the right to waive the designation of my spouse as the beneiciary of all or a portion of my death beneit only if my spouse consents to such waiver; and that I have the right to revoke such waiver at any time without my spouse’s consent. I hereby waive the right to have my spouse be the beneiciary of all or a portion of my pre-retirement death beneit. Instead I designate the beneiciary(ies) indicated in Section C.

X_____________________________________________________________________________________

X_________________

Participant Signature

Date

Section F. Spousal Consent (if spouse is not primary beneiciary for 100% of account balance)

I consent to my spouse’s designation of the beneiciary indicated in Section C. I understand that this means all or a portion of my spouse’s death beneit will be paid to a beneiciary other than me, that this beneiciary designation is not valid without my consent, and that my consent is irrevocable unless my spouse revokes the beneiciary designation.

X_____________________________________________________

X_________________

Spouse Signature

Date

WITNESSED

 

X_____________________________________________________

X_________________

Plan Administrator or Notary Public Signature and Stamp/Seal

Date

Section G. Participant Signature

 

I certify that the information provided on this form is correct and complete.

 

X_____________________________________________________________________________________

X_________________

Participant Signature

Date

X_____________________________________________________________________________________

X___________________________________________________________________________

Print Name

Social Security Number

Section H. Plan Administrator Signature

I certify that the information provided on this form is correct and complete, and that any required consents and waivers have been obtained.

X_____________________________________________________________________________________

X_________________

Plan Administrator Signature

Date

Form No. 2232 (rev. 5/11) (Page 3 of 4) Corporate Plans/NFP ERISA/Non-Annuity Plans

Supplemental Beneiciary Designations

Social Security No.

First Name/Middle Initial

Last Name

NOTE: SHARe of beneits must total 100% for primary beneiciaries (will receive beneits in the event of your death) AND 100% for contingent beneiciaries (will receive beneits if no primary beneiciary is living at the time of your death)

Primary Beneiciary

 

Contingent Beneiciary

Share of Beneits:

Last Name

First Name/Middle Initial

Mailing Address

City

% (whole percentages only)

Relationship

Date of Birth (mm/dd/yyyy)

Social Security No.

State

 

Zip Code

 

 

 

Primary Beneiciary

 

Contingent Beneiciary

Share of Beneits:

Last Name

First Name/Middle Initial

Mailing Address

% (whole percentages only)

Relationship

Date of Birth (mm/dd/yyyy)

Social Security No.

City

State

Zip Code

Form No. 2232 (rev. 5/11) (Page 4 of 4) Corporate Plans/NFP ERISA/Non-Annuity Plans

How to Edit Diversified Form 2232 Online for Free

Any time you wish to fill out Diversified Form 2232, you don't have to install any sort of software - just try using our online tool. The editor is continually updated by our team, receiving powerful functions and growing to be better. With some basic steps, you are able to begin your PDF journey:

Step 1: First, open the editor by pressing the "Get Form Button" in the top section of this page.

Step 2: The tool offers the capability to change your PDF document in many different ways. Enhance it with any text, adjust what's originally in the document, and include a signature - all when it's needed!

When it comes to fields of this particular PDF, here is what you need to do:

1. Fill out the Diversified Form 2232 with a number of major fields. Gather all of the important information and be sure there's nothing overlooked!

Stage no. 1 for filling out Diversified Form 2232

2. Once your current task is complete, take the next step – fill out all of these fields - Phone No Ext, Email Address, Marital Status, Married, SingleDivorced, Section C Primary Beneiciary, Note Share of beneits must total, Share of Beneits, whole percentages only, Relationship, Last Name, Date of Birth mmddyyyy, First NameMiddle Initial, and Social Security No with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Stage # 2 of completing Diversified Form 2232

Concerning Email Address and Married, make sure you double-check them here. The two of these are the key fields in this form.

3. Completing First NameMiddle Initial, Mailing Address, City State Zip Code, Form No rev Page of, and Corporate PlansNFP ERISANonAnnuity is essential for the next step, make sure to fill them out in their entirety. Don't miss any details!

Writing segment 3 of Diversified Form 2232

4. It's time to proceed to this fourth part! In this case you have these Primary Beneiciary Designation, Share of Beneits, whole percentages only, Relationship, Last Name, Date of Birth mmddyyyy, First NameMiddle Initial, Mailing Address, Social Security No, City State Zip Code, Section D Contingent Beneiciaryies, Share of Beneits, whole percentages only, Relationship, and Last Name form blanks to fill in.

Date of Birth mmddyyyy, Relationship, and Last Name inside Diversified Form 2232

5. Finally, this last subsection is what you'll have to wrap up prior to submitting the PDF. The fields at issue include the next: First NameMiddle Initial, Mailing Address, Social Security No, City State Zip Code, Share of Beneits, whole percentages only, Relationship, Last Name, Date of Birth mmddyyyy, First NameMiddle Initial, Mailing Address, and Social Security No.

Stage no. 5 for filling in Diversified Form 2232

Step 3: Right after going through your fields you've filled in, hit "Done" and you are all set! Join us today and easily access Diversified Form 2232, available for downloading. Every last change you make is handily saved , making it possible to customize the file further as required. FormsPal ensures your information confidentiality by having a protected method that never saves or distributes any type of personal information provided. You can relax knowing your paperwork are kept safe when you use our service!

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