Get Mercer Voluntary Benefits Beneficiary Designation Form *this Form Is To

This guide provides clear, step-by-step instructions to help you complete the MERCER VOLUNTARY BENEFITS BENEFICIARY DESIGNATION FORM online. Ensuring that your beneficiary designations are accurately recorded is vital for your life insurance coverage, benefiting both you and your partner.

Follow the steps to fill out the form effectively.

1. Click ‘Get Form’ button to obtain the form and open it for completion.
2. Fill in your personal information in the designated fields. This includes your name, social security number (SSN), certificate number, daytime phone number, and address.
3. Complete the ‘Primary Beneficiary for Employee Coverage’ section. For each primary beneficiary, provide their full name, percentage of share (ensure total equals 100%), relationship to you, date of birth, SSN (optional), address (optional), and phone number (optional).
4. If listing multiple primary beneficiaries, make sure the total share percentage equals 100%. If needed, list additional beneficiaries on a separate sheet, formatted the same way.
5. In the ‘Contingent Beneficiary for Employee Coverage’ section, fill out the information using the same format as for the primary beneficiaries. Remember that contingent beneficiaries cannot be the same as primary beneficiaries.
6. Continue with the ‘Primary Beneficiary for Spouse Coverage’ section, repeating the same process as you did for the employee coverage.
7. Fill out the ‘Contingent Beneficiary for Spouse Coverage’ section using the same format.
8. If you are naming a Trust as a beneficiary, include the name of the Trust, the date it was established, the Trust's address, and optionally attach a copy of the Trust.
9. For charities or non-profits named as beneficiaries, provide the charity's name, full address, phone number, and contact name.
10. If a funeral home is listed as a beneficiary, include the funeral home's name, full address, phone number, and the share percentage that should be allocated to funeral expenses.
11. Sign and date the form at the bottom to validate your designations. Ensure all information is complete and check that there are no white outs, write overs, or cross outs in this section.
12. Once completed, you can save the changes, download or print the form, and then proceed to share or send it to Mercer Voluntary Benefits as indicated.

Complete your form online today to ensure your beneficiary designations are accurate and up to date.