If you need a beneficiary designation form, please log in to your 401kInABox client profile here.
Once you are logged into the site, click on your client name, and then the plan name that pops up beneath. You will then see your plan dashboard. Click on Portal Files on the left of the second row.
You should see a list of plan documents. If you do not see a Beneficiary Designation Form right away, please look for a Summary Plan Description.
The Summary Plan Description outlines the basic details of your plan, and includes a copy of the Beneficiary Designation Form at the end. It should be a two-page document, and you only need to retain a signed copy with your plan files.
As always, please feel free to reach out to support@401kinabox.net for any additional questions or concerns.
Comments
1 comment
Where is the form? Why isn't it attached?? Why is the website different?? (.net vs .com)
These directions do NOT help me get a beneficiary form done!
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