Get Designation Of Beneficiary Form Plan Name - Brand Services

Completing the Designation of Beneficiary Form for the Brand Services plan is essential for ensuring your beneficiaries receive the appropriate benefits after your passing. This guide will provide detailed, step-by-step instructions for filling out the form online, keeping the process clear and user-friendly.

Follow the steps to successfully complete your Designation of Beneficiary Form.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. Fill out your personal information in the 'Participant Information' section. Provide your name (last, first, middle initial), address (street, city, state, zip), and Social Security Number. Ensure all details are accurate to avoid processing delays.
3. Indicate your marital status by selecting either 'Single' or 'Married'. This is important for determining beneficiary rights.
4. In the 'Primary Beneficiary' section, designate individuals to receive your account in case of your death. For each person, provide their name, Social Security Number, address, date of birth, relationship to you, and the percentage of the benefit they will receive. The combined percentages must total 100%.
5. If applicable, include details for any 'Contingent Beneficiaries'. These individuals will receive benefits only if no primary beneficiaries are living at your time of death. Fill out their information similarly to that of the primary beneficiaries, ensuring the total percentages do not exceed 100%.
6. Sign and date the form to confirm your beneficiary designations. This step revokes any prior designations you may have made.
7. If you are married and have designated someone other than your spouse as a primary beneficiary, ensure you complete the 'Consent of Spouse' section. This consent must be witnessed by a Plan Representative or Notary Public.
8. Once all sections are completed, save your changes. You may then choose to download, print, or share the form as needed. Remember to return the completed form to your Plan Administrator.

Complete your Designation of Beneficiary Form online to ensure your wishes are honored.