Get Beneficiary Designation Form - Plumbers Local 1

The Beneficiary Designation Form is an important document for members of Plumbers Local 1 to designate who will receive benefits upon their death. This guide provides clear, step-by-step instructions on how to complete the form online with ease.

Follow the steps to complete the form accurately.

1. Press the ‘Get Form’ button to access the Beneficiary Designation Form, enabling you to fill it out online.
2. Begin with section (A) for member information. Enter your Social Security Number, name (last, first, and initial), address (street, city, state, zip), date of birth, sex, home phone number, and email address. Indicate if you are retired or active, and provide the current or last employer details along with your last date of employment.
3. Move to section (B) to designate your primary beneficiaries for death benefits. Fill out the names (last and first), percentage (make sure the total amounts to 100%), date of birth, Social Security Number, and relationship to you for each primary beneficiary. If more space is needed, feel free to attach an additional sheet.
4. Proceed to section (C) for contingent beneficiaries. Repeat the process of entering the names, percentage (again totaling 100%), date of birth, Social Security Number, and relationship to you for each contingent beneficiary.
5. In section (D), review the authorization statement and sign with the current date to confirm your agreement with the terms.
6. After completing the form, ensure all fields are filled correctly, review for accuracy, and save your changes. You may choose to download, print, or share the form as needed.

Complete your Beneficiary Designation Form online today to ensure your preferences are noted.