Get Designation Of Beneficiary Form - Operating Engineers Trust Funds

Filling out the Designation Of Beneficiary Form for the Operating Engineers Trust Funds is an important step to ensure your benefits are allocated according to your wishes. This guide provides a clear, step-by-step approach to assist you in completing the form online accurately and efficiently.

Follow the steps to complete your form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by reading the Special Rules provided on the back of the form to understand the regulations regarding your designation of beneficiaries.
3. In the section for primary beneficiaries, enter the name, relationship, address, and Social Security Number (SSN) for each primary beneficiary you wish to name. Remember, the total share percentage for all primary beneficiaries must equal 100%.
4. For secondary beneficiaries, fill in the name, SSN, relationship, address, and share percentage for each secondary beneficiary. Keep in mind that benefits will not be paid to any secondary beneficiary unless all primary beneficiaries have passed away.
5. If you are listing a living trust as a beneficiary, ensure you include the trust's name, date, and the contact information for the successor trustee.
6. Finish by signing and dating the form. Note that it is invalid without the participant’s signature. If you are married and naming someone other than your spouse, the spousal consent must be completed as directed.
7. Once all the information is filled out, you can save your changes, download, print, or share the completed form as needed.

Ensure your beneficiaries are designated correctly by completing your form online today.