Form Erfc 1B PDF Details

Providing for loved ones in the event of an untimely departure is a paramount concern for many individuals, particularly those employed within educational sectors. The Educational Employees’ Supplementary Retirement System of Fairfax County has adeptly facilitated this necessity through the Beneficiary Designation Continuation form, ERFC 1-B. This crucial document serves as an extension to the ERFC-1 form, specifically designed to designate additional beneficiaries beyond the initial space provided. Its usage ensures that employees can comprehensively allocate their accumulated contributions to a diverse array of beneficiaries, spanning from immediate family members to trustees under specific trust agreements. Critical to its validity, the ERFC 1-B form mandates completion and notarization concurrently with its counterpart, the ERFC-1, and underscores the importance of precision by requiring that the cumulative share percentages for both primary and contingent beneficiaries precisely total 100%. This painstaking attention to detail guarantees that the intentions of the member are honored accurately, preserving the member's legacy and providing for their loved ones. Notably, this form is a testament to the foresight of the Educational Employees’ Supplementary Retirement System of Fairfax County, highlighting their commitment to the welfare of their employees' beneficiaries. The ERFC 1-B form's structured approach to designating additional beneficiaries demonstrates a comprehensive understanding of the needs of educational employees and ensures that their future planning is both facilitated and respected.

QuestionAnswer
Form NameForm Erfc 1B
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesedu, fcps, ERFC-1B, ies

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The Educational Employees’ Supplementary Retirement System of Fairfax County

8001 Forbes Place, Suite 300 ~ Springfield, Virginia 22151-2205

703-426-3900 ~ 1-800-426-4208 ~ www.fcps.edu/ERFC

Beneficiary Designation ~ Continuation

Use this form only to designate additional beneficiaries when the number of beneficiaries exceeds the designation space allotted on the Beneficiary Designation form (ERFC-1). This form must be completed and notarized simultaneously with Beneficiary Designation form (ERFC-1). The Beneficiary Designation Continuation form (ERFC 1-B) will not be accepted as a separate document to change or add to a Beneficiary Designation form (ERFC-1) submitted earlier to ERFC.

_____________________________________________________________________

______________________________

Member’s Last Name

First Name

Middle Initial

Social Security Number

 

 

 

 

Additional Beneficiary(ies) In addition to those individuals cited on the accompanying Beneficiary Designation (ERFC-1) form,

I hereby designate the following individuals as beneficiary(ies) of my accumulated contributions in the Educational Employees’

Supplementary Retirement System of Fairfax County (ERFC) in the event of my death before or after my retirement

___________________________________________________________

__________________

_______________________

Last Name

First Name

Middle Initial

Birth Date (Month/Day/Year)

Social Security Number

________________________________________________________________________________________________________

Street Address

City

State

Zip Code

Relationship to Member:

Spouse

Son

Daughter

Parent

Trustee under trust agreement dated ______

Other ______________

Beneficiary Type:

(Check One) Primary

Contingent

Share % ____________

NOTE: The cumulative % share of all primary beneficiaries and the cumulative % share of all contingent beneficiaries must each total exactly 100%

Trustee or Organization Executive Officer:

___________________________________________________________

__________________

_______________________

Last Name

First Name

Middle Initial

Birth Date (Month/Day/Year)

Social Security Number

________________________________________________________________________________________________________

Street Address

City

State

Zip Code

Relationship to Member:

Spouse

Son

Daughter

Parent

Trustee under trust agreement dated ______

Other ______________

Beneficiary Type:

(Check One) Primary

Contingent

Share % ____________

NOTE: The cumulative % share of all primary beneficiaries and the cumulative % share of all contingent beneficiaries must each total exactly 100%

Trustee or Organization Executive Officer:

___________________________________________________________

__________________

_______________________

Last Name

First Name

Middle Initial

Birth Date (Month/Day/Year)

Social Security Number

________________________________________________________________________________________________________

Street Address

City

State

Zip Code

Relationship to Member:

Spouse

Son

Daughter

Parent

Trustee under trust agreement dated ______

Other ______________

Beneficiary Type:

(Check One) Primary

Contingent

Share % ____________

NOTE: The cumulative % share of all primary beneficiaries and the cumulative % share of all contingent beneficiaries must each total exactly 100%

Trustee or Organization Executive Officer:

______________________________________________________________________________

_________________

Member Signature

Date

This certificate must be executed by a notary public or a court official authorized to take acknowledgements. This form is invalid unless notarized. The individual whose name is signed to the foregoing instrument personally appeared before me, acknowledged the foregoing signature to be his / hers, and having been duly sworn by me, made an oath that the statements in the said instrument are true.

State of ________________________________ City/County of ________________________________ on ______________________ 20 ______

Notary

Registration #______________________ My commission expires _____________ Signature ____________________________________________

ERFC-1B 2/18/2011 jkd

SIGNED ORIGINAL FORM REQUIRED FOR RECORDS

How to Edit Form Erfc 1B Online for Free

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This form requires some specific details; to guarantee accuracy, be sure to pay attention to the next guidelines:

1. Fill out your Fairfax with a selection of essential blank fields. Gather all the important information and ensure absolutely nothing is omitted!

Part number 1 of submitting 1-B

2. Once your current task is complete, take the next step – fill out all of these fields - NOTE The cumulative share of all, Last Name First Name Middle, Street Address City State Zip, Trustee or Organization Executive, Share, NOTE The cumulative share of all, Member Signature This certificate, SIGNED ORIGINAL FORM REQUIRED FOR, and Date with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Writing section 2 in 1-B

People who use this form generally get some things wrong when filling out Trustee or Organization Executive in this section. Ensure you review whatever you type in here.

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