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SECTION 2: GENERAL INFORMATION PRINT ALL INFORMATION www.lasersonline.org Designation of Beneficiary P.O. Box 44213, Baton Rouge, LA 70804-4213 225.922.0600 · Toll-Free 1.800.256.3000 Fax 225.935.2856 Form 01-06 R102018 Today's Date Last Name Middle Name Member's First Name IMPORTANT: Complete the entire form. Follow the specific instructions for each section. All dates should be in MM/DD/YYYY format. SECTION 1: MEMBER'S INFORMATION Zip Code State City Member's Mailing Address Daytime Area Code/Phone Number Member's Birth Date Evening Area Code/Phone Number Email Address 01-06 R102018 CONTINUE ON NEXT PAGE ERBER14 Page 1 of 3 This designation supersedes all prior designations. You must include ALL beneficiaries that you wish to designate. If percentages are not provided, any amounts payable will be divided equally among all beneficiaries. Primary and contingent beneficiaries must separately total 100%. The number of primary or contingent beneficiaries that you may name is not limited (attach an additional sheet if necessary). "Contingent" beneficiaries are eligible for payment only if all primary beneficiaries die before the member does. If you are not the member, you must submit a Certified copy of a "Power of Attorney" or other legal documents with this form. A COPY OF THE SOCIAL SECURITY CARD AND BIRTH CERTIFICATE FOR EACH BENEFICIARY IS REQUIRED. SECTION 3: ACTIVE MEMBER BENEFICIARY Birth Date Percentage Social Security Number Female Social Security Number Male Social Security Number Female Male Percentage Birth Date Relation, Trust, Estate Primary Beneficiary's Name Primary Beneficiary's Name Relation, Trust, Estate Birth Date Percentage Female Male Social Security Number Social Security Number Female Male Percentage Birth Date Relation, Trust, Estate Primary Beneficiary's Name PRIMARY BENEFICIARIES' PERCENTAGES MUST TOTAL 100% Complete this section if you are a non-retired member of LASERS. Named beneficiaries will receive a lump sum of any employee contributions not directed by statute. Do not complete this section if you are completing paperwork to retire and are naming your retirement beneficiaries. Primary Beneficiary's Name Relation, Trust, Estate

Designation of Beneficiary - LASERS · 2013. 4. 1. · SECTION 2: GENERAL INFORMATION. PRINT ALL INFORMATION . Designation of Beneficiary. P.O. Box 44213, Baton Rouge, LA 70804-4213

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  • SECTION 2: GENERAL INFORMATION

    PRINT ALL INFORMATION www.lasersonline.org

    Designation of Beneficiary

    P.O. Box 44213, Baton Rouge, LA 70804-4213 225.922.0600 · Toll-Free 1.800.256.3000

    Fax 225.935.2856

    Form 01-06 R102018

    Today's DateLast NameMiddle NameMember's First Name

    IMPORTANT: Complete the entire form. Follow the specific instructions for each section. All dates should be in MM/DD/YYYY format.

    SECTION 1: MEMBER'S INFORMATION

    Zip CodeStateCityMember's Mailing Address

    Daytime Area Code/Phone Number Member's Birth DateEvening Area Code/Phone Number Email Address

    01-06 R102018 CONTINUE ON NEXT PAGE ERBER14 Page 1 of 3

    This designation supersedes all prior designations. You must include ALL beneficiaries that you wish to designate. If percentages are not provided, any amounts payable will be divided equally among all beneficiaries. Primary and contingent beneficiaries must separately total 100%. The number of primary or contingent beneficiaries that you may name is not limited (attach an additional sheet if necessary). "Contingent" beneficiaries are eligible for payment only if all primary beneficiaries die before the member does. If you are not the member, you must submit a Certified copy of a "Power of Attorney" or other legal documents with this form. A COPY OF THE SOCIAL SECURITY CARD AND BIRTH CERTIFICATE FOR EACH BENEFICIARY IS REQUIRED.

    SECTION 3: ACTIVE MEMBER BENEFICIARY

    Birth Date Percentage Social Security Number

    Female

    Social Security Number

    Male

    Social Security Number

    Female

    MalePercentageBirth DateRelation, Trust, EstatePrimary Beneficiary's Name

    Primary Beneficiary's Name Relation, Trust, Estate Birth Date Percentage

    Female

    Male Social Security Number

    Social Security Number

    Female

    MalePercentageBirth DateRelation, Trust, EstatePrimary Beneficiary's Name

    PRIMARY BENEFICIARIES' PERCENTAGES MUST TOTAL 100%

    Complete this section if you are a non-retired member of LASERS. Named beneficiaries will receive a lump sum of any employee contributions not directed by statute. Do not complete this section if you are completing paperwork to retire and are naming your retirement beneficiaries.

    Primary Beneficiary's Name Relation, Trust, Estate

  • SECTION 4: RETIREMENT BENEFIT BENEFICIARY

    01-06 R102018 CONTINUE ON NEXT PAGE ERBER14 Page 2 of 3

    Relation, Trust, Estate Social Security Number

    Female

    MalePercentageBirth DateContingent Beneficiary's Name (optional)

    CONTINGENT BENEFICIARIES' PERCENTAGES MUST TOTAL 100%

    Social Security Number

    Female

    MalePercentageBirth DateRelation, Trust, EstateContingent Beneficiary's Name (optional)

    Social Security Number

    Primary Beneficiary's Name Relation, Trust, Estate Birth Date Percentage Male

    Female

    Social Security Number

    This section should only be completed if you are submitting a Retirement, Retirement with IBO, DROP, or Disability Retirement application, or if you are updating your current Maximum or Option 1 monthly retirement beneficiary(ies).

    Primary Beneficiary's Name

    Primary Beneficiary's Name

    Primary Beneficiary's Name

    Relation, Trust, Estate

    Relation, Trust, Estate

    Relation, Trust, Estate

    Birth Date

    Birth Date

    Birth Date

    Percentage

    Percentage

    Percentage

    Male

    Male

    Male

    Female

    Female

    Female

    Social Security Number

    Social Security Number

    Social Security Number

    CONTINGENT BENEFICIARIES' PERCENTAGES MUST TOTAL 100%

    Contingent Beneficiary's Name (optional)

    Contingent Beneficiary's Name (optional)

    Relation, Trust, Estate

    Relation, Trust, Estate

    Birth Date

    Birth Date

    Percentage

    Percentage

    Male

    Male

    Female

    Female

    Social Security Number

    Social Security Number

    SECTION 5: DROP OR IBO ACCOUNT BENEFICIARY This section should only be completed if you are naming or updating your DROP or IBO account beneficiary(ies).

    PRIMARY BENEFICIARIES' PERCENTAGES MUST TOTAL 100%

    PRIMARY BENEFICIARIES' PERCENTAGES MUST TOTAL 100%

    Primary Beneficiary's Name Relation, Trust, Estate Birth Date Percentage

    Female

    Male Social Security Number

    Primary Beneficiary's Name Relation, Trust, Estate Birth Date Percentage Male

    Female

    Social Security Number

  • Social Security Number

    01-06 R102018 RETAIN A COPY FOR YOUR RECORDS ERBER14 Page 3 of 3

    Member's Signature Date

    I hereby request that my beneficiary(ies) be designated as above. I understand that the beneficiary(ies) designated on this form will receive my contributions to the retirement system, unless I have qualifying survivors (spouse, children) entitled to a monthly survivor's benefit.

    Primary Beneficiary's Name Relation, Trust, Estate Birth Date Percentage

    Female

    Male Social Security Number

    Primary Beneficiary's Name Relation, Trust, Estate Birth Date Percentage

    Female

    Male Social Security Number

    CONTINGENT BENEFICIARIES' PERCENTAGES MUST TOTAL 100%

    Contingent Beneficiary's Name (optional) Relation, Trust, Estate Birth Date Percentage

    Female

    Male Social Security Number

    Social Security Number

    Female

    MalePercentageBirth DateRelation, Trust, EstateContingent Beneficiary's Name (optional)

    SECTION 6: MEMBER SIGNATURE

    SECTION 2: GENERAL INFORMATION

     

    PRINT ALL INFORMATION

    www.lasersonline.org

    Designation of Beneficiary

    P.O. Box 44213,  Baton Rouge, LA  70804-4213 

    225.922.0600  ·  Toll-Free 1.800.256.3000

    Fax 225.935.2856

    Form 01-06

    R102018

    IMPORTANT:  Complete the entire form. Follow the specific instructions for each section. All dates should be in MM/DD/YYYY format.

    SECTION 1: MEMBER'S INFORMATION

     

    01-06 R102018                                                              CONTINUE ON NEXT PAGE                                                ERBER14  Page 1 of 3

    This designation supersedes all prior designations.  You must include ALL beneficiaries that you wish to designate.  If percentages are not provided, any amounts payable will be divided equally among all beneficiaries.  Primary and contingent beneficiaries must separately total 100%.  The number of primary or contingent beneficiaries that you may name is not limited (attach an additional sheet if necessary). "Contingent" beneficiaries are eligible for payment only if all primary beneficiaries die before the member does. If you are not the member, you must submit a Certified copy of a "Power of Attorney" or other legal documents with this form.  A COPY OF THE SOCIAL SECURITY CARD AND BIRTH CERTIFICATE FOR EACH BENEFICIARY  IS REQUIRED.

    SECTION 3: ACTIVE MEMBER BENEFICIARY

    PRIMARY BENEFICIARIES' PERCENTAGES MUST TOTAL 100%

    Complete this section if you are a non-retired member of LASERS. Named beneficiaries will receive a lump sum of any employee contributions not directed by statute. Do not complete this section if you are completing paperwork to retire and are naming your retirement beneficiaries.

    SECTION 4: RETIREMENT BENEFIT BENEFICIARY

     

    01-06 R102018                                                                CONTINUE ON NEXT PAGE                                       ERBER14 Page 2 of 3

    CONTINGENT BENEFICIARIES' PERCENTAGES MUST TOTAL 100%

    This section should only be completed if you are submitting a Retirement, Retirement with IBO, DROP, or Disability Retirement application, or if you are updating your current Maximum or Option 1 monthly retirement beneficiary(ies).

    CONTINGENT BENEFICIARIES' PERCENTAGES MUST TOTAL 100%

    SECTION 5: DROP OR IBO ACCOUNT BENEFICIARY

    This section should only be completed if you are naming or updating your DROP or IBO account beneficiary(ies).

    PRIMARY BENEFICIARIES' PERCENTAGES MUST TOTAL 100%

    PRIMARY BENEFICIARIES' PERCENTAGES MUST TOTAL 100%

     

    01-06 R102018                                                    RETAIN A COPY FOR YOUR RECORDS                                   ERBER14 Page 3 of 3

    I hereby request that my beneficiary(ies) be designated as above.  I understand that the beneficiary(ies) designated on this form will receive my

    contributions to the retirement system, unless I have qualifying survivors (spouse, children) entitled to a monthly survivor's benefit.

    CONTINGENT BENEFICIARIES' PERCENTAGES MUST TOTAL 100%

    SECTION 6: MEMBER SIGNATURE

    8.0.1291.1.339988.308172

    bar_code: SOLARISCURRENTDATE: SOLARISMEMBERLASTNAME: SOLARISMEMBERMIDDLENAME: SOLARISMEMBERFIRSTNAME: ZipCode: State: City: mailing_address: eve_phone: birth_date: email: SSNBARCODE: ssn: : SOLARISMEMBERSSN: beneficiary: relation: ResetButton1: TextField1: DateTimeField1: