Get 866 835 8863

This guide provides clear and detailed instructions on how to fill out the 866 835 8863 form online, ensuring that you understand each component to successfully designate or modify your beneficiary information. Follow these steps to navigate the process with confidence.

Follow the steps to complete the beneficiary designation form online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the plan sponsor information, including the company name, contract/account number, affiliate number, and division number. Make sure all details are accurate to avoid processing delays.
3. Provide your personal information, including your social security number, date of birth, name, mailing address, city, state, phone number, and email address. Double-check that all information is correct.
4. Indicate your marital status by selecting either married or single/divorced. Please note the guidance on how domestic partnerships or civil unions are recognized in this context.
5. In the primary beneficiary designation section, specify the type of beneficiary (individual, trust, or estate) and allocate whole percentages that total 100% among your chosen beneficiaries. If more space is needed, refer to the supplemental beneficiary designation page.
6. After filling out the primary beneficiary designation, repeat the process for contingent beneficiaries. Ensure that the share of benefits also totals 100% for this section.
7. If waiving the pre-retirement survivor benefit for your spouse, read the notice carefully, then indicate your choice and obtain your spouse's written consent if applicable.
8. Sign the form to certify that the information you provided is true and complete. Include the date of your signature.
9. Complete the approval section, which is subject to Bencor's approval.
10. Finally, save your changes. You can download, print, or share the form as needed.

Complete your beneficiary designation form online today to ensure your wishes are documented and respected.