Get Beneficiary Form

Filling out the Beneficiary Form online is a straightforward process designed to ensure that your designations are accurately recorded. This guide provides detailed instructions for each section of the form, supporting you in making informed decisions about your beneficiaries.

Follow the steps to complete the Beneficiary Form online:

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in your participant information. This includes your name (last, first, middle), date of birth, social security number, and mailing address. Ensure all entries are printed clearly.
3. Indicate your status by selecting either 'Active' or 'Retiree'.
4. Provide your email address and both home and cellular phone numbers for contact purposes.
5. Proceed to the Primary Beneficiary section. For each beneficiary, enter their full name, social security number, address, phone number, percentage of benefit, and relationship to you. If additional beneficiaries are necessary, attach an extra sheet.
6. Next, complete the Contingent Beneficiary section with the same details. Each contingent beneficiary should also have their full name, social security number, address, phone number, percentage of benefit, and relationship noted.
7. Review all entered information for accuracy, ensuring that your intentions for benefit distribution are clearly expressed.
8. Finally, sign and date the form. This signature is required for the designation to be valid.
9. Once the form is completed, save your changes. You can choose to download, print, or share the form electronically.

Complete your documents online today to secure your beneficiary designations.