Get Designation Form

Filling out the Designation of Beneficiary Form accurately is essential to ensure that your intended beneficiaries receive the appropriate benefits. This guide provides a clear, step-by-step process to assist you in completing the form online effectively.

Follow the steps to complete the Designation of Beneficiary Form online.

1. Click the ‘Get Form’ button to obtain the Designation of Beneficiary Form and open it in your preferred document editor.
2. Read the rules for designating a beneficiary carefully. These rules will guide you in completing the mandatory sections of the form.
3. In Section 1, enter your participant information, including your name, Social Security number, address, and phone number. Make sure to fill in all required fields accurately.
4. Designate your beneficiary by providing their name, relationship to you, and address in the respective fields. Ensure that this information is complete and correct.
5. Sign and date the form in the designated areas to confirm that you have read and understood the rules for designating a beneficiary.
6. If you are married or in a registered domestic partnership and wish to designate someone other than your partner, proceed to Section 2. Have your partner provide their consent by signing and dating this section.
7. If your spouse or registered domestic partner cannot be located, attach a notarized statement confirming their absence to this form.
8. Once all sections are completed, review your information for accuracy. Save your changes, then download, print, or share the form as necessary.

Complete your Designation of Beneficiary Form online today to ensure your preferences are clearly documented.