Get Beneficiary Designation/ Change Form - Principal Trust Company
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the Beneficiary Designation/ Change Form - Principal Trust Company online
Filling out the Beneficiary Designation/ Change Form is a critical step in ensuring your accumulated benefits are directed to your chosen beneficiaries upon your passing. This guide provides clear, detailed instructions for users of all experience levels on how to complete this form online effectively.
Follow the steps to complete the Beneficiary Designation form online.
- Press the ‘Get Form’ button to obtain a digital copy of the Beneficiary Designation/ Change Form, and open it in the document editor.
- Begin with the 'Participant Information' section. Enter the plan name, brokerage firm and account number, your name, social security number, street address, daytime phone number, city, state, and ZIP code. Ensure all information is accurate and complete.
- Move to the 'Beneficiary Designations' section. Designate your primary and contingent beneficiaries by filling in their names, social security numbers, dates of birth, allocation percentages, relationships to you, and their phone numbers. Specify whether each is a primary or contingent beneficiary by checking the appropriate boxes. Remember that the total percentages for all primary beneficiaries must equal 100.
- In the 'Participant Certification of Marital Status' section, indicate your current marital status by selecting the appropriate option.
- If you are listing someone other than your spouse as the primary beneficiary, complete the 'Spouse’s Consent and Waiver' section. Your spouse must provide their signature, and a witness from a notary public must validate the signature.
- Sign and date the form in the 'Participant Signature' section. Ensure that both your signature and the date are included, and have a notary public witness your signature if required.
- Review the entire form for accuracy and completeness. Make sure there are no alterations or unclear designations. Save your document, and ensure to keep a signed original in your records.
- Submit the completed form by mailing, faxing, or emailing a copy to Principal Trust Company as indicated in the guidelines.
Complete your Beneficiary Designation/ Change Form online today to ensure your wishes are clearly expressed.
Filling out a beneficiary form for a trust requires clear identification of the trust and its beneficiaries. Include the trust’s name, the beneficiaries' names, and any conditions for distribution. The Beneficiary Designation/ Change Form - Principal Trust Company typically outlines these requirements effectively, ensuring that your intentions are clear. Remember to consult legal or financial advisors if you have questions about the trust's provisions.
Industry-leading security and compliance
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.