Get Beneficiary Designation Form Instructions - Iue-cwa Local 201 - Local201iuecwa

This guide will provide you with a clear and concise roadmap for completing the Beneficiary Designation Form for Iue-Cwa Local 201 online. By following these instructions, you will ensure that your beneficiary designations are processed efficiently and accurately.

Follow the steps to complete your beneficiary designation form online.

1. Press the ‘Get Form’ button to access the beneficiary designation form electronically.
2. Once the form is open, start by filling in your personal information. This includes your name, marital status, date of birth, and either your GE Identification Number or Social Security Number. Remember to leave the Social Security Number field blank if you have a GE Identification Number.
3. Select the GE Benefits Plans to which this designation applies. Ensure you only check the boxes for the plans that you want the designations to affect. If you want to apply the designation to all plans listed, simply check the box for 'All GE benefit plans.'
4. Designate your primary beneficiary or beneficiaries. You must provide each beneficiary's name, address, Social Security Number, and their percentage of the total allocation. The total must equal 100%. If you have additional primary beneficiaries, attach copies of the form.
5. If desired, designate your contingent beneficiary or beneficiaries in the same manner as the primary beneficiaries. Again, the total must equal 100%. You may also attach copies of the form for additional contingent beneficiaries.
6. After completing the beneficiary sections, sign and date the form to validate your designations. Ensure that you acknowledge that this form replaces any previous designations and that you accept responsibility for reviewing the beneficiary confirmation you will receive.
7. If required, ensure your spouse signs the form to indicate their consent to your designations. This step applies only if you named a primary beneficiary other than your spouse for certain benefits.
8. Once completed, print the form, sign and date it as necessary. You can then return it to the GE Enrollment Center. After submission, you may want to keep a copy for your records.

Start filling out your Beneficiary Designation Form online today!