Get Designating Beneficiaries - Hr Okstate

Designating beneficiaries for your TIAA-CREF accounts is an essential step in ensuring your estate plans are accurately reflected. This guide will provide you with clear, step-by-step instructions on how to complete the DESIGNATING BENEFICIARIES form online effectively.

Follow the steps to complete your beneficiary designation online.

1. Press the ‘Get Form’ button to retrieve the DESIGNATING BENEFICIARIES form and open it in your preferred online editor.
2. Fill in your personal information, including your first and last name, social security number, date of birth, and contact numbers. Ensure that you use blue or black ink if you are filling it out on paper.
3. Specify your TIAA-CREF account numbers. You can choose whether the beneficiary designations will apply to all accounts or select specific accounts.
4. Designate primary beneficiaries (Class I) by adding their names, social security numbers, relationship to you, and the percentage of benefits they will receive. The total must equal 100%.
5. Identify contingent beneficiaries (Class II) using the same format as for primary beneficiaries. Provide their corresponding information including percentage allocation.
6. If applicable, select additional provisions for payments to children of any deceased beneficiaries by filling out the appropriate section.
7. Sign and date the form to confirm that all previous designations are revoked and that you agree with the terms specified.
8. If you are married and your designations include someone other than your spouse as a primary beneficiary for more than 50% of benefits, you must obtain your spouse's waiver, which must be notarized.
9. Review the completed document for accuracy before saving your changes, downloading a copy, printing, or sharing the form as needed.

Complete your DESIGNATING BENEFICIARIES form online today to ensure your wishes are accurately documented.