Get Beneficiary Form - Windermere Real Estate

Filling out the Beneficiary Form for the Windermere Real Estate Retirement Plan is a crucial step in ensuring that your assets are distributed according to your wishes. This guide provides you with clear, step-by-step instructions on how to complete the form online effectively.

Follow the steps to complete the form accurately.

1. Click the ‘Get Form’ button to access the Beneficiary Form and open it in your preferred online editor.
2. Begin by entering your name and mailing address in the 'Participant Information' section. Ensure that all details are accurate and up to date.
3. Provide your date of birth and social security number to verify your identity.
4. Indicate your marital status at the time of designation by choosing either 'Unmarried' or 'Married'. If married and naming an alternative beneficiary, ensure that you obtain your spouse's notarized consent.
5. In the 'Designations' section, list your primary beneficiary or beneficiaries. For each individual, include their full name, relationship to you, percentage of benefits they will receive, and address.
6. If necessary, check the box indicating that you intend to list more primary beneficiaries on the back side of the page.
7. For secondary beneficiaries, repeat the same process as with primary beneficiaries, understanding that these individuals will only receive benefits if no primary beneficiaries survive you.
8. Check the box if you intend to list more secondary beneficiaries on the back of the form.
9. Read the revocation clause carefully and then sign and date the form to confirm that the information provided is correct and complete.
10. If naming non-spouse beneficiaries, ensure that the spousal consent form is completed, signed, and notarized as required.
11. Once all sections are filled out accurately, save your changes, download or print a copy of the form, and share it with necessary parties if required.

Complete your forms online today to ensure that your beneficiary designations are up to date.