Get Gr-11927-11 10/2012 Beneficiary Designation Form Instructions You Must Select Your Beneficiary The

Filling out the Beneficiary Designation Form is an essential step in ensuring that your benefits are distributed according to your wishes. This guide provides clear, step-by-step instructions to help you complete the form accurately.

Follow the steps to successfully complete your beneficiary designation form.

1. Click the ‘Get Form’ button to access the form and open it in your document editor.
2. Select whether you are making an initial beneficiary designation or changing any previous designations by checking the appropriate box on the form.
3. Enter your personal information, including your name, employee ID number, social security number, address, and telephone number in the specified fields.
4. Designate your primary beneficiaries by filling in their names, dates of birth, addresses, telephone numbers, social security numbers, relationship to you, and the benefit percentage for each. Ensure that the total percentage adds up to 100%.
5. If applicable, list your contingent beneficiaries in the same way, providing all necessary details such as their relationship and benefit percentage.
6. If you require additional space for beneficiaries, write 'See attached' and include a separate sheet listing all relevant information. Remember to sign and date this separate document.
7. Review all entries for accuracy and clarity before submitting the form. Make sure to check that no names are misspelled and all percentages are correctly totaled.
8. After confirming that all information is correct, save the changes to the form. You can then download, print, or share the completed form as needed.

Complete your beneficiary designation form online today to ensure your wishes are fulfilled.