Get Beneficiary Designation Form - Communitychoicecucom

Filling out the Beneficiary Designation Form - CommunityChoiceCUcom is an important step in ensuring that your assets are distributed according to your wishes. This guide provides a clear, step-by-step approach to completing the form online, making it easier for users of all backgrounds to navigate the process.

Follow the steps to complete your beneficiary designation form accurately.

1. Press the ‘Get Form’ button to acquire the form and access it in your preferred online editing tool.
2. Enter your account number in the designated field to associate the form with your specific account.
3. Provide your primary name in the appropriate section to identify yourself as the account holder.
4. Fill in the date to document when you are completing this form.
5. If applicable, include the joint name of any co-account holder in the specified field.
6. List the beneficiaries by entering their full names. You can add multiple beneficiaries as needed.
7. For each beneficiary, indicate their relationship to you (e.g., partner, child) in the relationship field.
8. Allocate the percentage of the asset each beneficiary will receive, ensuring the total equals 100%. Fill this out in the percentage field.
9. Include the social security numbers for each beneficiary in the corresponding fields for identification purposes.
10. Recognize that additional beneficiary fields may be optional, so only complete these if necessary.
11. By signing the form, you acknowledge that this request will override any prior beneficiary designations for this account.
12. Complete the primary signature field and, if applicable, the joint signature field to finalize the form.
13. Once completed, save your changes, download a copy, print the form, or share it as needed.

Take the first step to secure your wishes and complete your Beneficiary Designation Form online today.