Get Dcaustin

Completing the Dcaustin form for beneficiary designation is an important step in managing your deferred compensation plan. This guide will walk you through the process of filling out the form online, ensuring all necessary information is successfully submitted.

Follow the steps to complete your beneficiary designation form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out the participant information section. Enter your last name, first name, middle initial, social security number (all 9 digits), date of birth, email address, daytime phone number, division, and alternate phone number.
3. In the beneficiary designation section, specify your primary beneficiaries. For each beneficiary, provide their name, street address, relationship to you, date of birth, social security number, and the percentage of account balance they are to receive. If you have more than three primary beneficiaries, attach an additional sheet.
4. Next, fill out the contingent beneficiary designation. Follow the same instructions as for the primary beneficiaries, providing all required information and ensuring the total percentage equals 100%.
5. Once all sections are completed, review the participant consent section. Ensure you understand the implications of your beneficiary designations before signing and dating the form.
6. After obtaining all necessary signatures, send the completed form by regular mail, fax, or express mail to the designated organization as specified in the mailing instructions.

Prepare your documents online today to ensure your beneficiary designations are up to date.