Get (pod) Beneficiary Designation Form - Lafayette Federal Credit Union

Filling out the Pay on Death (POD) Beneficiary Designation Form is an important step to ensure your assets are passed on according to your wishes. This guide will walk you through each section of the form, providing clear instructions to help you complete it online.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to access the POD Beneficiary Designation Form and open it in your preferred document editor.
2. In the 'Member Information' section, enter the last name, first name, middle initial, and account number. Be sure to print clearly to avoid any misunderstandings.
3. Indicate which accounts this POD Beneficiary Designation applies to by checking the applicable box. Remember, this form is not suitable for HSA, IRA, or Share Certificates.
4. Select the action you wish to take regarding your beneficiaries by checking the appropriate box: 'Add new PODB,' 'Modify,' 'Remove,' or 'Change Information.' If adding a new beneficiary, remember to include a copy of identification.
5. In the 'Beneficiary Information' section, fill in the name, social security number, date of birth, street address (not a P.O. Box), city, and state for each beneficiary. This information is crucial for validating their identity.
6. Ensure to sign and date the form in the 'Member’s Signature' section. If there is a joint owner, their signature is also required.
7. Provide a day or evening phone number for contact purposes and review the entire form for completeness and accuracy.
8. Once all fields are completed, save any changes made to the form, and proceed to download, print, or share the document as necessary.

Complete your POD Beneficiary Designation Form online today to secure your asset distribution.