Get Final Version Form 1-a Rev 03 09 Beneficiary Designation Switched Instructions As Of 03 20 2009 2

Completing the Final Version Form 1-A Rev 03 09 Beneficiary Designation is essential for ensuring your benefits are directed to your chosen beneficiaries. This guide will provide a thorough overview of the necessary steps to fill out the form accurately online.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to access the form and open it for editing.
2. Enter your Social Security Number in the designated section. This information is crucial for identification and processing.
3. Fill in your full name, including your first name, middle initial, and last name in the appropriate fields.
4. Provide your mailing address, including city, state, and zip code, ensuring it is accurate for future communication.
5. Indicate your date of birth in the specified format, using numeric entries for month, day, and year.
6. Select your current status by checking one of the options: Existing Member, New Member, or Former Employee.
7. Complete the phone number sections, providing your home, cell, and business numbers as applicable.
8. Designate your beneficiary by filling in their name, Social Security Number, relationship to you, birth date, and contact information, including address and phone number.
9. Review and understand the benefits you are requesting for your beneficiary based on your employment status and any specific conditions indicated in the form.
10. Sign and date the form in the appropriate section, ensuring you do this in the presence of an Employees' Retirement System representative or a notary public.
11. Save your changes, and choose to download, print, or share the completed form as needed.

Complete your document online to ensure your beneficiary designations are accurately recorded.