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Designation of Beneficiary for Benefits Owed at Death Form 707, page 2 of 2
(Currently Receiving Pension Benefits)
Plan Number: FX.PrismCase.CaseIdNmbr.XF Participant Name: FX.PrismCust.FullName.XF
3. Designation of Beneficiary for Payments Owed at Death – PBGC may owe you money at the time of your death.
Typically, this happens if your final benefit is higher than the estimated benefit we had been paying. If another person continues to
receive your benefit after your death (as with a joint-and-survivor or certain-and-continuous annuity), PBGC will pay any money
owed to that person. If there are no continuing benefits or the person designated to receive continuing benefits dies before you, PBGC
will pay any money owed you at the time of your death to the person(s) and/or entity(ies) (such as a trust, church, estate or other
organization) that you designate in this section. If you do not make a designation, or if all the beneficiaries you designate below die
before you, PBGC will pay the money in this order to: your spouse, your children, your parents, your estate, or your next of kin.
I name the following as my beneficiary(ies). This designation replaces any previous designation and will only be effective when PBGC
receives it.
Beneficiary(ies)* Social Security Number** Date of Birth** Relationship Percentage***
Name _______________________________________
Address ______________________________________
_____________________________________________
Daytime Tel. No:_______________________________
Name _______________________________________
Address ______________________________________
_____________________________________________
Daytime Tel. No:_______________________________
Name _______________________________________
Address ______________________________________
_____________________________________________
Daytime Tel. No:_______________________________
*To name more beneficiaries, please list them with requested contact info, DOB and SSN on an attached sheet with your
signature.
**Complete if person.
*** Percentage(s) does not have to be provided.
The amount owed will be distributed equally among beneficiaries unless percentages are provided for each beneficiary and they total 100%.
If a beneficiary dies before you, the amount owed will be distributed equally among the remaining beneficiaries.
Approved OMB 1212-0055
Expires 06/30/2027
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