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How to fill out the Recipient Designation online
Filling out the Recipient Designation form is an essential step in ensuring that your designated recipients receive the One-Time Death Benefit in the event of your passing. This guide provides a straightforward, step-by-step approach to completing the form accurately and effectively.
Follow the steps to complete your Recipient Designation form.
- Press the ‘Get Form’ button to access the Recipient Designation form and open it in the editor.
- Begin with Section A—Member Information. Fill in your Social Security number, birth date, full name, telephone number, and complete mailing address. Ensure clarity and accuracy in your entries.
- Proceed to Sections B and C—Primary and Secondary Recipients or Trust. Here, you can name any living person, estate, trust, corporation, charitable organization, or public entity as your recipient(s). For each recipient, include their Social Security number, full name, relationship to you, birth date, address, and telephone number.
- If designating an estate, write ‘My Estate’ rather than listing a name. If a trust is to receive the benefit, input the name of the trust, along with the trustee's name, address, and the date of creation instead of a birth date.
- Move to Section D—Signatures Checklist. Sign and date the form as the member. If applicable, your spouse or registered domestic partner must also sign. If they do not sign, check the appropriate box and provide justification in the following section.
- If you have additional recipients to designate, complete Section E, ensuring you indicate whether they are primary or secondary recipients by entering 'P' or 'S' in the appropriate box.
- Finally, review all entered information for accuracy. Once verified, save your changes. You can then download, print, or share the completed form for your records or provide it to the relevant parties.
Start filling out your Recipient Designation form online today to ensure your wishes are honored.
An example of a beneficiary name would be 'John Doe, my brother.' By clearly stating the relationship, you remove ambiguity in your recipient designation. This practice helps ensure that the intended person receives the benefits without any confusion after your passing.
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