Get Beneficiary Designation Form - Denver Public Schools - Static Dpsk12

Filling out the Beneficiary Designation Form is a crucial step to ensure your life insurance benefits are allocated according to your wishes. This guide will lead you through the online process of completing this form accurately and efficiently.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to obtain the form and open it in your editor.
2. Complete Section I by providing your insured information. Include your customer number, employer name, full name, address, date of birth, phone number, Social Security number, and ZIP code.
3. In Section II, indicate your plan information by selecting that the beneficiary designation applies to all group term life coverage currently in effect.
4. Proceed to Section III where you must designate at least one primary beneficiary. Make sure the percentages assigned to the primary beneficiaries equal 100%. Fill out the required fields with the beneficiary's first name, middle initial, last name, address, city, state, Social Security number, relationship to you, and date of birth.
5. If you have contingent beneficiaries, fill out their information under the contingent beneficiary section. Ensure that the percentages assigned to the contingent beneficiaries also equal 100%.
6. If applicable, complete the section for any living trusts or testamentary trusts by providing the trust name, trust date, trustee name, and their address and phone number.
7. After filling out all necessary sections, move to Section IV. Sign the form to finalize your designation. If you are signing as an agent for the employee, ensure you check the relevant box and attach a copy of the Power of Attorney.
8. Review your completed form for accuracy, save your changes, and prepare to submit by downloading or printing the form.

Complete your documents online to ensure your beneficiary designations are properly recorded.