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How to fill out the Ssa 5002 Fillable online
Filling out the Ssa 5002 Fillable form accurately is essential to ensure proper designation of beneficiaries for any lump-sum benefits. This guide provides clear instructions and friendly support to help users navigate the form successfully.
Follow the steps to complete the Ssa 5002 Fillable form.
- Click the ‘Get Form’ button to access and open the form in an editable format.
- Provide your name in the designated fields by entering your last name, first name, and middle name if applicable.
- Fill in your date of birth in the format mm-dd-yyyy to verify your identity.
- Enter your Social Security number in the designated area. This information is crucial for proper processing.
- Indicate the date of this designation by entering it in the mm-dd-yyyy format.
- Specify your post of assignment and the country where you are employed.
- Identify your employing department or agency to ensure correct filing.
- If you are retired, provide the date of retirement in the same mm-dd-yyyy format.
- Complete the beneficiary section by typing or printing the first name, middle initial, and last name of each beneficiary. Make sure to include their address and relationship to you.
- Specify the share of the benefit to be allocated to each beneficiary. Ensure the total adds up to 100%.
- Sign the form where indicated, ensuring not to print your signature.
- Have the form witnessed by authorized individuals. Each witness must sign and provide their address.
- Review all information for accuracy, then save your changes and print a copy for your records.
- Mail the completed form to your agency's personnel office to finalize the process.
Start completing your Ssa 5002 Fillable form online today for timely and accurate designation of beneficiaries.
Sign in to your my Social Security account to get your copy Creating a free my Social Security account takes less than 10 minutes, lets you download your SSA-1099 or SSA-1042S and gives you access to many other online services.
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