Get Designation In Form Fill Up

Completing the Designation In Form Fill Up online is essential for ensuring that your life insurance proceeds are distributed according to your wishes. This guide provides clear, step-by-step instructions for each section of the form, making the process user-friendly for everyone.

Follow the steps to complete the Designation In Form Fill Up online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with Section A: Member Information. Enter your full legal name, date of birth, enrollment number (if known), full mailing address, and marital status. Please note that if you are informally separated, select married.
3. If you wish to designate primary beneficiaries, proceed to Section B. This section is optional, but if you fill it out, provide the full legal name, social security number, address, relationship, date of birth, and the percentage of benefits for each primary beneficiary. The total percentages must equal 100%.
4. After completing Section B, move to Section A2 on page 2. Re-enter your full legal name and date of birth for consistency.
5. If you want to designate contingent beneficiaries, fill out Section C. Similar to Section B, all fields must be completed for each contingent beneficiary, ensuring the percentage of benefits also totals 100%.
6. If you are married and have designated primary beneficiaries other than your spouse, complete Section D: Spousal Waiver. This step is required for the form to be valid.
7. Finally, in Section E, sign and date the form. Ensure your signature matches the name on file with the Enrollment Department. If you require future documents to reflect a notary seal, check the appropriate box.
8. Review the completed form for accuracy. You must submit both pages of the form after saving your changes.

Complete your documentation online to ensure your designations are current and accurate.