Get Beneficiary Designation Form - Natixis

The Beneficiary Designation Form - Natixis allows you to specify who will receive your retirement plan assets in the event of your passing. Completing this form online ensures your beneficiaries are designated accurately and efficiently.

Follow the steps to complete your form online.

1. Press the ‘Get Form’ button to access the Beneficiary Designation Form - Natixis.
2. Begin by filling in your personal information. Provide your account owner's name, Social Security number, daytime phone number, and email address. Ensure all details are accurate.
3. Sign the form in the designated area and include the date of your signature. If you live in a community property state and your beneficiary is not your spouse, include your spouse's signature and the date.
4. Indicate your primary beneficiaries by listing their names, relationships to you, dates of birth, and Social Security numbers. Specify the percentage distribution for each beneficiary, ensuring the total equals 100%.
5. If applicable, list your secondary beneficiaries in the same manner as the primary beneficiaries. Again, ensure the total percentages equal 100%.
6. If you wish to update all fiduciary accounts associated with the provided Social Security number, check the appropriate box.
7. Review the entire form for accuracy. Once confirmed, you can save your changes, download the form, print it, or share it as necessary.

Complete your Beneficiary Designation Form online today for peace of mind.