Get Beneficiary Designation Non-erisa - Eugene-or

Filling out the Beneficiary Designation Non-ERISA form is an important step in ensuring that your assets are distributed according to your wishes after your death. This guide provides you with clear, step-by-step instructions to help you complete the form online accurately and efficiently.

Follow the steps to fill out the form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred digital editor.
2. Indicate the request type by checking the appropriate box for either 'Initial Designation' or 'Change to Designation.'
3. In the Plan Information section, provide the name of your plan—City of Eugene Deferred Compensation Plan—and the Billing Group/Plan number, which is 666795.
4. Complete the Account Holder Information section by entering your full name (last, first, middle initial), your Social Security Number (SSN), and your work and home phone numbers.
5. Move to the Beneficiary Information section. Designate your beneficiaries by entering their complete legal names and contact details, including their date of birth, relationship to you, and Social Security Number or Tax Identification Number. Be sure to specify the percentage of the benefit each primary or contingent beneficiary will receive.
6. If designating a Trust as a beneficiary, complete the Trust Certification section by providing the name of the trust, confirming its validity, and noting if it is irrevocable.
7. In the signatures section, date the form and sign to certify that the information you've provided is accurate and complete. Ensure a witness, who must be at least of legal age and not a designated beneficiary, also signs and prints their name.
8. Finally, you can save your changes. Choose to download, print, or share the form as necessary. Ensure you keep a copy for your records before sending it to the designated address.

Complete your Beneficiary Designation Non-ERISA form online today to ensure your wishes are honored.