Important: If married, CLICK HERE for instructions.
NOT Married use the below instructions.
Complete Pages 1 & 2 ONLY
- Complete Section 1:
- List Primary Beneficiary(ies) in Section 3 and check Option A.
- List secondary beneficiary (ies) who will inherit the account in the event of the primary beneficiary’s death.
- Check Option A; date the form and enter city and state; the trustee (you) sign where it reads “participant” and print your name. The witness is OPTIONAL (not required) but the witness can be anyone other than you.
- YOU ARE DONE: The form DOES NOT need to be notarized since you are not married.
Video SLIDES: How To Designate a Beneficiary for Your Solo 401k Plan
Naming My Living Trust as Beneficiary QUESTION:
Can my living Trust be the secondary beneficiary?
Yes you can name your living trust as either the primary beneficiary or the secondary (contingent beneficiary). Please see the following: https://www.
mysolo401k.net/naming-trust- as-beneficiary-of-solo-401k- plan/