Get Active/vested Beneficiary Nomination For Active/inactive Members (sers-402). Active/vested

Filling out the Active/Vested Beneficiary Nomination form (SERS-402) is an important process for members to ensure their benefits are directed according to their wishes. This guide provides clear, step-by-step instructions to assist you in completing the form confidently and correctly.

Follow the steps to successfully complete the Active/Vested Beneficiary Nomination form.

1. Click ‘Get Form’ button to obtain the Active/Vested Beneficiary Nomination form and open it in an online editor.
2. Begin by providing your personal information in the designated sections. This typically includes your full name, address, contact details, and member identification number.
3. Indicate your beneficiary choices in the form. You will usually have options to select whether to pay to one person, multiple people, or an estate/trust. Make sure to read each option carefully to assess what aligns best with your intention.
4. If selecting multiple beneficiaries, specify the equal shares or any designated percentages for each. Ensure that you are clear and accurate in describing the distribution to avoid future confusion.
5. If any of the beneficiaries are minors, provide the name of a guardian who will oversee the funds. Remember that guardianship requires special attention as it becomes void once the minor reaches age 18.
6. Review all the provided information for accuracy. Confirm all names, addresses, and details are correctly filled out.
7. Once satisfied with the form's content, you can save the changes, download the completed form, print it for your records, or share it as needed.

Complete your Active/Vested Beneficiary Nomination form online today to ensure your preferences are officially documented.