Get Beneficiary Designation 100 100 - American Funds

Completing the Beneficiary Designation 100 100 form is an important task that ensures your assets are distributed according to your wishes. This guide will provide you with step-by-step instructions to easily fill out the form online while addressing key components and considerations.

Follow the steps to complete your beneficiary designation form online.

1. Use the ‘Get Form’ button to access the Beneficiary Designation 100 100 form and open it in the editor.
2. Begin with section 1, where you will fill in your personal information. This includes your full name, the name of your employer, and your Social Security Number (SSN). Ensure you type or print clearly for accuracy.
3. Indicate your marital status by selecting either 'Married' or 'Single'. Provide your date of birth in the specified format (mm/dd/yyyy).
4. In section 2, designate your primary beneficiaries. List their full names, SSNs, and dates of birth. You must also specify their relationship to you and allocate the percentage of your account balance to each beneficiary, ensuring the total equals 100%.
5. If you have more beneficiaries than space allows, attach an additional page with their details following the same format as above.
6. Continue to the next part of the form to identify your contingent beneficiaries. Repeat the process of listing names, SSNs, dates of birth, relationships, and percentage allocations.
7. Once all sections are completed, confirm your signature in the designated space, along with the date of signing. If married, your spouse must also sign and consent to the beneficiary designations, which should be witnessed by a plan representative or a notary public.
8. Finally, review your form for any inaccuracies, save your changes, and download, print, or share the completed form as needed.

Complete your Beneficiary Designation 100 100 form online today to secure your financial legacy.