Participant Information (please print) Beneficiary Change Form Social Security Number Employer Name State Last Name First Name Middle Initial City State Zip Code Contact Phone Number Email Address.

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How to fill out the Beneficiary Change Form - Nationwide Retirement Solutions online

Filling out the Beneficiary Change Form is an essential step in ensuring that your retirement benefits are distributed according to your wishes. This guide provides clear instructions to help you complete the form online with ease and confidence.

Follow the steps to fill out the form accurately

  1. Press the ‘Get Form’ button to access the Beneficiary Change Form and open it in your preferred editor.
  2. Begin by entering your personal information in the Participant Information section. This includes your Social Security number, employer name, state, last name, first name, middle initial, city, zip code, contact phone number, email address, date of birth, and street address. Ensure all entries are accurate to avoid any delays.
  3. In the Beneficiary Designation section, indicate the names of your beneficiaries. For each beneficiary, provide their Social Security numbers, address, dates of birth, and contact numbers. Specify the percentage each beneficiary should receive, ensuring the total equals 100%. If no percentages are indicated, the payments will be split equally.
  4. Mark the checkbox if this form represents a change of beneficiary, which will replace any previous designations.
  5. If there are more beneficiaries than space provided, attach additional sheets with the required information and check the box indicating you have done so.
  6. In the Authorization section, sign and date the form to validate your beneficiary designations. Remember, your signature is essential for the form's acceptance.
  7. A witness must also sign the form, although they cannot be a named beneficiary. Include the witness's name, address, city, state, and zip code.
  8. Once the form is complete, you can save your changes, download, print, or share the filled form as required.

Complete your Beneficiary Change Form online today to secure your beneficiaries' rights.

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