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  • Beneficiary Form

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Des Moines, IA 50306-9394 1-800-547-7754 Follow these steps to name your beneficiary(ies): 1) Complete the Personal Information Section. 2) Select one of the beneficiary choices (Choice A, Choice.

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The process of preparing Beneficiary Form demands accuracy and attention, especially from those who are not well familiar with such a job. It is essential to get a suitable template and fill it in with the correct information. With the right solution for handling documents, you can get all the tools at hand. It is simple to simplify your editing process without learning new skills. Locate the right sample of Beneficiary Form and fill it out right away without switching between your browser tabs. Discover more tools to customize your Beneficiary Form form in the editing mode.

While on the Beneficiary Form page, simply click the Get form button to start editing it. Add your information to the form on the spot, as all the needed tools are at hand right here. The sample is pre-designed, so the effort needed from the user is minimal. Simply use the interactive fillable fields in the editor to easily complete your paperwork. Simply click on the form and proceed to the editor mode without delay. Complete the interactive field, and your file is all set.

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The bank, in turn, gives you, as the owner of the account, a beneficiary designation form called a "Totten trust" to fill out. The completed form gives the bank authorization to convert the account to a POD, allowing the account's funds to pass directly to the beneficiary after your death.

The beneficiary designation forms allow you to name primary and secondary beneficiaries. Your “primary beneficiaries” are the first people or entities that you want to receive your benefit after you die.

The beneficiary designation forms allow you to name primary and secondary beneficiaries. Your “primary beneficiaries” are the first people or entities that you want to receive your benefit after you die.

Name only living persons as beneficiaries, unless you are naming a trust, your estate or an organization. Do not name the same person or organization as both a primary and secondary beneficiary. Do not use the word “or” when designating multiple beneficiaries. Do not impose any conditions on payment.

The purpose of this form is for named beneficiaries on a Transfer on Death (“TOD”) account to claim their portion by either transferring or redeeming their shares to their own name.

If you get married or divorced, or have children or other life changes, standard sequence will follow those life changes. If you never file a beneficiary designation, your benefit will be paid ing to standard sequence at the time of your death.

General Instructions Write only one beneficiary on each line. Make sure that you write the full names of all beneficiaries. For example, if you name you children as beneficiaries, DO NOT merely write “children” on one of the lines; instead write the full names of each of your children on separate lines.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232