Krs Form 2035 PDF Details

Understanding the intricacies of planning for the future involves navigating through various forms and legal documents, one of which is the Kentucky Retirement Systems' Form 2035. This critical form serves as a vehicle for members to designate their beneficiaries, ensuring that their retirement account benefits are allocated according to their wishes in the event of their death. The thoroughness of the form reflects the importance of making informed decisions; it requires the member's information, including Member ID or Social Security Number, and detailed designation of both principal and contingent beneficiaries. Members are guided to specify individuals, their estate, or a trust as beneficiaries, emphasizing the necessity of understanding the implications of each choice. For instance, naming an individual could enable a lifetime benefit, whereas an estate or trust designation follows different rules. The form insists on precision, mandating signatures from both the member and a witness to validate the beneficiary designations, and highlights a flexibility that allows changes before retirement with the submission of a new form. With its comprehensive approach, Form 2035 underscores the gravity of retirement planning and the proactive steps members must take to secure their legacy.

QuestionAnswer
Form NameKrs Form 2035
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesKentucky, krs form 2035, krs form 2035 printable, 2010

Form Preview Example

Kentucky Retirement Systems

Perimeter Park West l 1260 Louisville Rd. l Frankfort KY 40601-6124

Phone: (502) 696-8800 l Fax: (502) 696-8822 l kyret.ky.gov

Form 2035

Revised 05/2010

Beneficiary Designation

Member Information Please provide your Member ID or Social Security Number in the Member ID box below.

Member Name:

Member ID:

Address:

City:

State:

Zip Code:

Notice: This form is not valid unless it is completed correctly and received in the retirement office prior to the member's death.

The member and a witness must sign this form or it will not be accepted. You may name one or more individuals, your estate, or a trust as principal or contingent beneficiary of your retirement account. If you wish to name more than four individuals as principal or contingent beneficiaries, please contact our office. Your beneficiary designation may be changed at any time prior to retirement by filing a new Form 2035.

Principal Beneficiary Section: Please select one of the beneficiary types below by checking the appropriate box. The principal beneficiary will receive benefits in the event of your death.

Person

You cannot name yourself as principal beneficiary. You also cannot name the same person as both principal and contingent beneficiary. If you name a single individual as beneficiary, that individual may be eligible for a lifetime benefit upon your death, depending on your total service credit. If you name multiple individuals, your estate or a trust, no lifetime benefit is available. If you name more than one individual as principal beneficiary you may indicate the percentage each beneficiary is to receive. If the percentages indicated do not total one hundred percent (100%), each beneficiary shall receive an increased or decreased percentage which is proportional to the percentage allotted him or her by you. If you do not indicate percentages, disbursement of payment will be divided equally among living principal beneficiaries, or if all principal beneficiaries have died, among all living contingent beneficiaries, as provided in KRS 61.542.

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Name:

 

 

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Social Security Number:

 

 

 

 

Sex:

 

Social Security Number:

 

 

 

 

 

Sex:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date of Birth:

 

 

Relationship:

 

Date of Birth:

 

 

 

Relationship:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address:

 

 

 

 

 

 

 

 

 

 

Address:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City:

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Zip Code:

 

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State:

 

Zip Code:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Name:

 

 

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Name:

 

 

 

%:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Social Security Number:

 

 

 

 

Sex:

 

Social Security Number:

 

 

 

 

 

Sex:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date of Birth:

 

 

Relationship:

 

Date of Birth:

 

 

 

Relationship:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address:

 

 

 

 

 

 

 

 

 

 

Address:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City:

State:

 

Zip Code:

 

City:

 

State:

 

Zip Code:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

My Estate

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If you name your estate as a principal beneficiary, you cannot name a contingent beneficiary. No additional information required.

Living Trust

The following information is required to designate a living trust. You must write the name of the trust as it appears in the trust document and submit a copy of the trust with this form. A charitable organization or a religious charity cannot be named as beneficiary unless it is a trust.

Name of Trust:

Trust

Tax ID:

Date of Trust:

Trustee or Successor Trustee Contact Information: Our office will contact the trustee listed below following your death.

Name:

Address:

 

Phone:

 

 

City:

State:

 

Zip Code:

 

 

 

 

 

Testamentary Trust

A testamentary trust is established by the member's will and takes effect following the member's death. No additional information required.

Contingent Beneficiary Section: Please select one of the beneficiary types below by checking the appropriate box. The contingent beneficiary will receive benefits in the event of your death only if all of the named principal beneficiaries are deceased.

Person

You cannot name yourself as contingent beneficiary. You also cannot name the same person as both principal and contingent beneficiary. If you name more than one individual as contingent beneficiary you may indicate the percentage each beneficiary is to receive. If the percentages indicated do not total one hundred percent (100%), each beneficiary shall receive an increased or decreased percentage which is proportional to the percentage allotted him or her by you. If you do not indicate percentages, disbursement of payment will be divided equally among living principal beneficiaries, or if all principal beneficiaries have died, among all living contingent beneficiaries, as provided in KRS 61.542.

1

Name:

 

 

 

%:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Social Security Number:

 

 

 

 

 

Sex:

 

 

 

 

 

 

 

 

 

 

 

Date of Birth:

 

 

 

Relationship:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City:

 

State:

 

Zip Code:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Name:

 

 

 

%:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Social Security Number:

 

 

 

 

 

Sex:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date of Birth:

 

 

 

Relationship:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City:

 

State:

 

Zip Code:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Name:

 

 

 

%:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Social Security Number:

 

 

 

 

 

Sex:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date of Birth:

 

 

 

Relationship:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City:

 

State:

 

Zip Code:

 

4

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name:

 

 

 

%:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Social Security Number:

 

 

 

 

 

Sex:

 

 

 

 

 

 

 

 

 

 

 

 

Date of Birth:

 

 

 

Relationship:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City:

 

State:

 

Zip Code:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

My Estate

If you name your estate as a principal beneficiary, you cannot name a contingent beneficiary. No additional information required.

Living Trust

The following information is required to designate a living trust. You must write the name of the trust as it appears in the trust document and submit a copy of the trust with this form. A charitable organization or a religious charity cannot be named as beneficiary unless it is a trust.

Name of Trust:

Trust

Tax ID:

Date of Trust:

Trustee or Successor Trustee Contact Information: Our office will contact the trustee listed below following your death.

Name:

Trustee Address:

 

Phone:

 

 

City:

State:

 

Zip Code:

 

 

 

 

 

Testamentary Trust

A testamentary trust is established by the member's will and takes effect following the member's death. No additional information required.

This form is not valid unless signed by the member and witnessed. Please ensure that you have only checked one beneficiary type box in the principal beneficiary section and one beneficiary type box in the contingent beneficiary section. If you select more than one beneficiary type in either section, this form will be considered invalid. Please initial all corrections you have made to the form. Failure to initial changes may cause the form to be invalid.

Your Signature:

Member ID:

Witness Signature:

Date:

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1. The kyret usually requires particular details to be entered. Be sure that the following fields are finalized:

Filling out segment 1 in form 2035

2. After the previous section is finished, you should insert the necessary particulars in Address, City, Name, Social Security Number, State, Zip Code, City, State, Zip Code, Address, Sex, Name, Social Security Number, Sex, and Date of Birth so that you can go to the 3rd part.

Completing part 2 of form 2035

3. This 3rd segment should also be quite uncomplicated, Address, City, State, Zip Code, Testamentary Trust, and A testamentary trust is - these empty fields will need to be filled in here.

Step # 3 in filling out form 2035

4. The subsequent part needs your details in the following areas: Person, You cannot name yourself as, Name, Social Security Number, Sex, Name, Social Security Number, Sex, Date of Birth, Relationship, Date of Birth, Relationship, Address, City, and Name. Remember to fill out all requested information to go onward.

Completing segment 4 in form 2035

Always be very careful when completing Name and Social Security Number, because this is where many people make mistakes.

5. Now, this final segment is what you'll have to wrap up prior to submitting the PDF. The blank fields under consideration are the following: Address, City, State, Zip Code, City, State, Zip Code, Address, My Estate, If you name your estate as a, Living Trust, The following information is, Name of Trust, Trust Tax ID, and Date of Trust.

Best ways to prepare form 2035 stage 5

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