Get Esop Beneficiary Designation Form - Stewartricheycom

Completing the ESOP Beneficiary Designation Form is an important step in ensuring your benefits are distributed according to your wishes. This guide provides clear instructions to help you fill out the form accurately and efficiently online.

Follow the steps to complete the form correctly.

1. Click the ‘Get Form’ button to access the form and open it in the designated editing interface.
2. Begin by filling in the participant’s name, date, and social security number in the appropriate fields. Ensure that the information is accurate as it will be used for identification purposes.
3. Provide the participant's date of birth, ensuring the format is consistent with any prompts given on the form.
4. In the section for primary beneficiaries, list the names of individuals or entities you wish to designate. Include their respective shares or percentages if necessary.
5. Indicate the relationship of each primary beneficiary to the participant, and provide their current addresses for clarity.
6. If more than one primary beneficiary is designated, specify whether the survivors will receive 100% of the benefits if applicable.
7. Fill out the secondary beneficiaries section in a similar manner, detailing their names, shares, relationships, and current addresses.
8. Check the appropriate box to indicate your current marital status. If married and another primary beneficiary is included, the spouse must sign the consent section.
9. Make sure to sign the form where indicated, as this confirms your agreement to the designations made.
10. Follow the instructions to make a copy of the form and return it to the Plan Administrator. Ensure they receive both the original and the copy.
11. Lastly, save any changes you made, download a copy for your records, and consider printing the form if required.

Complete your documents online to ensure your beneficiaries are designated accurately.