Get Blank Beneficiary Forms

Filling out the Blank Beneficiary Forms online is a straightforward process that helps ensure your beneficiary designations are recorded accurately. This guide provides a step-by-step approach for users to complete the forms effectively, paving the way for peace of mind regarding their pension benefits.

Follow the steps to complete the Blank Beneficiary Forms online.

1. Press the ‘Get Form’ button to access the Blank Beneficiary Forms and open them in your preferred online editor.
2. Begin filling out the participant's details. Enter the name of the participant and their Social Security Number in the designated fields.
3. Designate your primary beneficiaries for the Three-Year Certain Benefit. Provide their name, relationship, address, city, state, zip code, phone number, birth date, and Social Security Number in the specified sections.
4. Next, designate an alternate beneficiary for the Three-Year Certain Benefit with the same required details as above.
5. Repeat the process by entering primary beneficiaries for the Lump Sum Death Benefit, including their name, relationship, and other relevant information.
6. Designate an alternate beneficiary for the Lump Sum Death Benefit, ensuring that you provide all the necessary information as previously outlined.
7. In the participant's statement section, check one of the choices to certify your marital status and agreement to the beneficiary designations.
8. Sign and date the form where indicated. Remember, if your spouse must be notified, ensure their consent is obtained and notarized.
9. If any beneficiaries are minors, complete the section for the Uniform Transfers to Minors Act by naming the custodian and the minor's details.
10. Once all fields are completed, review the information for accuracy. Save your changes and then proceed to download, print, or share the completed form.

Complete your Blank Beneficiary Forms online today for peace of mind regarding your benefits.