Get Ma State Street Salary Savings Program Beneficiary Designation Form 2010-2025

Filling out the MA State Street Salary Savings Program Beneficiary Designation Form online is a straightforward process that allows you to designate beneficiaries for your account assets. This guide provides clear, step-by-step instructions to ensure accurate completion of the form.

Follow the steps to effectively complete your beneficiary designation form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your name in the designated field. Next, provide your Employee ID Number (EEID) or Social Security Number (SSN) in the appropriate section.
3. Fill in your telephone number and home address. This information helps to identify you and ensure that all communications reach you.
4. In Section 2, indicate your Primary Beneficiary(ies) by listing their names, relationship to you, date of birth, and Social Security numbers. Ensure that you enter these details accurately.
5. If you have Secondary Beneficiary(ies), complete that section in the same manner as the Primary Beneficiary section, providing their corresponding information.
6. If necessary, to list more beneficiaries, attach an additional sheet containing their names and required information. Remember to sign and date this additional sheet.
7. Sign and date the form at the end, confirming your beneficiary designation thus revoking any previous designations.
8. If applicable, have your spouse read the Spousal Consent section. Their signature, printed name, and date are required if they consent to your beneficiary designation.
9. If a notary public is required, ensure the signature, date, and commission expiration date are filled in, along with the notary seal.
10. Finally, save your changes, download a copy, print the form, or share it as needed before returning it to the specified address.

Complete your MA State Street Salary Savings Program Beneficiary Designation Form online today!