Get A Beneficiary Change Form - Fresno County - Www2 Co Fresno Ca

Filling out the A Beneficiary Change Form is an important step in ensuring that your beneficiaries are correctly designated. This guide provides clear and detailed instructions to assist you in completing the form online.

Follow the steps to complete the beneficiary change form online

1. Click 'Get Form' button to access the form and open it in your preferred editing application.
2. In Section 1, provide your personal information. Indicate whether you are active, deferred, or retired, and fill in your name, address, Social Security number, birth date, and daytime telephone number.
3. Proceed to Section 2 to designate your beneficiaries. You will mark whether each beneficiary is a primary or contingent beneficiary, and provide their name, Social Security number, relationship to you, birth date, phone number, and address. Make sure to assign what percentage of the benefit each should receive, ensuring that the total equals 100% for both primary and contingent categories.
4. If you are naming a minor as a beneficiary, complete Section 3 with the child's information, and provide the name of their guardian or conservator. Include the guardian's address and contact details.
5. Ensure that you avoid using 'white out' or making line-outs on the form, as such alterations will lead to rejection of your submission. Sign the form and have a witness (who is not a beneficiary) sign as well.
6. Once all sections are filled out correctly, you can save the changes, download, print, or share the completed form as needed.

Complete your beneficiary change form online today to ensure your preferences are officially recorded.