Get Beneficiary Designation Form - Www3 Austincc

Filling out the Beneficiary Designation Form is an essential step to ensure your benefits are distributed according to your wishes. This guide provides a clear and supportive process for completing the form online.

Follow the steps to complete the Beneficiary Designation Form successfully.

1. Press the ‘Get Form’ button to access the form and open it for editing.
2. In Section A, you will need to provide your employee information. This includes your Social Security number, full name (last, first, middle initial), street address, city, state, zip code, marital status, and employment status (e.g., full-time faculty, part-time staff).
3. Move to Section B. Here, indicate the benefits to which this designation applies by checking all relevant boxes. Options include Lump Sum Vacation and/or Sick Leave and Salaries Due/Reimbursable Expenses.
4. In Section C, specify your primary beneficiary or beneficiaries. You can choose to designate one person to receive 100% of the benefits or allocate percentages among multiple beneficiaries, ensuring the total equals 100%. Fill in their names, relationships, Social Security numbers, and addresses as required.
5. Proceed to Section D to name alternate beneficiaries. If your primary beneficiaries do not survive you, these alternate beneficiaries will receive equal shares of the benefits. Complete their names, relationships, Social Security numbers, and addresses in this section.
6. Finally, in Section E, review your designations and certify your choices by signing and dating the form at the designated place.
7. After completing all sections, you can save your changes, download the form, or print it for your records.

Complete your Beneficiary Designation Form online and ensure your benefits are allocated according to your wishes.