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Forms

Change of Name

Please notify us of a legal change of name or marital status by completing a Designation of Beneficiary form below:

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​Plan A (401k Plan) and Plan C (defined benefit pension plan) require separate beneficiary forms. If you are unsure which form(s) is correct for you, please call CBERA at

781-551-8500.

Please print the form(s) below and return your completed form to CBERA:

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Contact our team today to learn more about how we can help you build a successful retirement.

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