Get Beneficiary Form Pdf

Completing the Beneficiary Form Pdf online is a straightforward process that ensures your benefits are designated according to your wishes. This guide provides clear, step-by-step instructions for filling out each section of the form, making it accessible for everyone.

Follow the steps to fill out the Beneficiary Form Pdf online.

1. Click ‘Get Form’ button to access the form and open it for editing.
2. Begin by filling in your personal information. Include your name, street address, city, state, zip code, employee number, birth date, hire date, and social security number in the designated fields.
3. Designate your primary beneficiary or beneficiaries. Provide their full names, addresses, social security numbers, and the percentage of the total benefit they will receive. Refer to the reverse side for suggested wording if needed.
4. Following the primary beneficiaries, specify your secondary beneficiary or beneficiaries using the same format as in step 3. Ensure you include their full details and distribution percentages.
5. If you are changing your beneficiary designation, remember that the rights of previously named beneficiaries will cease. Acknowledge this requirement in the form.
6. Sign the form in the participant signature section and include the date. Ensure a witness will also sign the document as required.
7. If naming someone other than your partner as the primary beneficiary, complete the spouse's consent section, if applicable, ensuring the spouse acknowledges the designation.
8. After completing all necessary sections, review the form for accuracy, save your changes, and proceed to download or print the completed Beneficiary Form Pdf for your records.
9. Finally, submit the form to the Human Resources Department as directed.

Complete your Beneficiary Form Pdf online today to ensure your choices are documented.