Get Beneficiary Form Instructions

Navigating the Beneficiary Form can be straightforward with the right guidance. This guide provides clear, step-by-step instructions to help you complete the form accurately and ensure your beneficiary information is current.

Follow the steps to successfully complete your Beneficiary Form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin with Section 1, where you must enter your personal information. This includes your Social Security Number, full legal name, date of birth, and current employer's name if you are not retired. You will also indicate your member status by checking the appropriate box, and provide your home and business phone numbers, fax number, and email address.
3. Proceed to Section 2, Designated Primary Beneficiary. Fill in the primary beneficiary's Social Security Number or Tax ID Number. Include their full name, date of birth in MM/DD/YYYY format, gender, legal relationship to you, telephone number, and mailing address. Specify the percentage of benefit you want to assign to this beneficiary, ensuring that the total for primary beneficiaries equals 100%.
4. If you have a contingent annuitant, indicate this by checking the corresponding box in section 2, and ensure they are also listed in the primary beneficiary block. Sign and date the first page of the form before continuing.
5. On the second page, enter your Social Security Number, full legal name, and date. Complete Section 3 to list additional primary and secondary beneficiaries. For each person, provide their Social Security Number or Tax ID Number, birth date, gender, legal relationship, telephone number, mailing address, and percentage of benefit. Again, the total percentage for secondary beneficiaries must also equal 100%.
6. Finally, ensure that you sign and date the second page of the form before submission.
7. Once you have completed the form, you can save your changes, download a copy, print it, or share it as necessary to submit to the ASRS for processing.

Start completing your Beneficiary Form online today to ensure your beneficiary information is up-to-date.