Get Beneficiary Change Form - The Ccpoa Benefit Trust Fund - Ccpoabtf

Completing the Beneficiary Change Form for the CCPOA Benefit Trust Fund is an important step in ensuring that your benefits are accurately assigned. This guide will provide clear and simple instructions for filling out the form effectively online.

Follow the steps to complete the form accurately.

1. Click the ‘Get Form’ button to obtain the form and open it for editing.
2. Provide your personal information in the 'CCPOA Member Information' section. This includes your name, social security number, current address, institution, and contact number.
3. In the 'Primary Beneficiary Name(s)' section, fill out the first name, middle name, last name, and address of each primary beneficiary. Ensure that if there are multiple beneficiaries, the combined percentages equal 100%.
4. Indicate the birthdate of each primary beneficiary and their relationship to you. Include their social security number, state, and zip code.
5. If you have contingent beneficiaries, repeat the same process in the 'Contingent Beneficiary Name(s)' section, ensuring the total percentage still equals 100% for any multiple beneficiaries.
6. Check the applicable boxes under the 'Please check all boxes this change applies to' section to indicate which member status the change is relevant for, such as active or retired member benefits.
7. Sign and date the form in the designated area to confirm the accuracy of the information provided.
8. Finally, you may choose to save your changes, download, print, or share the completed form as needed.

Begin filling out your Beneficiary Change Form online today to ensure your benefits are properly designated.