Get Retiree Change Of Beneficiary Designation Form - Cccera

Completing the Retiree Change Of Beneficiary Designation Form - Cccera is an important step in ensuring that your benefits are distributed according to your wishes. This guide will provide you with a clear and supportive overview of how to fill out the form online effectively.

Follow the steps to complete the form accurately.

1. Click ‘Get Form’ button to obtain the form and open it in the designated editor.
2. In the Member Information section, provide your full name, social security number, street or P.O. Box address, employee number, city, state, daytime phone number (including area code), zip code, and email address.
3. Indicate your marital status by selecting one of the options: Single, Married, Domestic Partner, or Widowed.
4. In the Beneficiary or Beneficiaries section, enter the full name and social security number or tax ID number of each beneficiary. Provide their relationship to you and the percentage of benefits they will receive, ensuring the total equals 100%. Include their address and date of birth (in mm/dd/yyyy format).
5. If you need to add more beneficiaries or designate secondary beneficiaries, please attach a copy of an additional Beneficiary Designation Form (CCCERA Form 102).
6. Complete the Member Acknowledgment section by checking the appropriate boxes to indicate which benefits you are designating. Acknowledge that this designation revokes any previous beneficiary designations.
7. Sign the form and date it in the provided fields.
8. Review all entered information for accuracy. Once confirmed, you may choose to save, download, print, or share the completed form as needed.

Take action now and complete the Retiree Change Of Beneficiary Designation Form - Cccera online to ensure your preferences are documented.