Get Amtrak-beneficiary Form

Completing the Amtrak-Beneficiary Form online is a straightforward process that ensures your beneficiaries are well designated for your life insurance and accidental death & dismemberment plans. This guide will provide you with clear instructions for each section of the form.

Follow the steps to complete the Amtrak-Beneficiary Form smoothly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in your personal information in the Employee Information section. This includes your last name, first name, middle initial, address, city, state, zip code, date of hire, Amtrak personnel number, social security number, marital status, daytime and home phone numbers, gender, and date of birth. Ensure that all entries are accurate and clearly printed.
3. Move to the Beneficiary Designation section. Here, you will designate your primary beneficiaries by providing their full names, relationships to you, dates of birth, social security numbers, complete addresses, and the percentage of the benefit each will receive. If you have contingent beneficiaries, fill in their details in the same manner.
4. If a trust has been named as a beneficiary, complete the Trust Designation section with the trustee's name and address, as well as the title and date of the trust agreement. This step is only necessary if a trust is part of your beneficiary designation.
5. In the Authorization/Signature section, sign and date the form, confirming your beneficiary designations. Remember that you can change your designation at any time by submitting a new form.
6. Finally, save the changes to your document. You may download, print, or share the completed form as required. Be sure to retain a copy for your records and submit the original completed form to the Amtrak Benefits Service Center at the provided address.

Ensure your beneficiaries are designated correctly by completing the Amtrak-Beneficiary Form online today.