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Get Beneficiary Designation/ Change Form 9 Northeast Regional Office 9 Midwest Regional Office 9
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How to use or fill out the Beneficiary Designation/ Change Form 9 Northeast Regional Office 9 Midwest Regional Office 9 online
Filling out the Beneficiary Designation/ Change Form is an important step in ensuring that your benefits are directed to your chosen beneficiaries. This guide provides clear and comprehensive instructions to assist you in completing the form accurately online.
Follow the steps to successfully complete your form
- Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
- Begin by entering the employer or planholder name in the designated field to identify your benefits provider.
- Next, locate and fill in the group number associated with your employer's benefits plan.
- Provide your full name, using the format 'LAST, FIRST, M.' in the employee name section.
- Enter your Social Security number to confirm your identity.
- Fill in your home address accurately, including street, city, state, and zip code.
- In the beneficiary information section, designate your primary beneficiaries by providing their names, dates of birth, relationship to you, and Social Security numbers, along with the percentage of the benefit they will receive.
- Repeat the previous step for any additional primary beneficiaries, ensuring all required fields are filled out.
- For contingent beneficiaries, follow the same process as for primary beneficiaries to provide their details.
- If necessary, indicate any changes in beneficiary names or your own name by completing the relevant sections of the form.
- Make sure to include your signature and the date in the signature section, as well as a witness signature from someone who is not a beneficiary.
- Review the completed form for accuracy and clarity, ensuring all necessary fields are filled.
- Finally, save your changes, and proceed to download, print, or share the completed form as needed.
Take action today by completing your Beneficiary Designation/ Change Form online to ensure your wishes are recorded.
Rules for Choosing Life Insurance Beneficiaries You can refuse to name beneficiaries. ... You can have multiple beneficiaries. ... In some states, you must name your spouse a beneficiary. ... Minors can be beneficiaries. ... Charities and organizations can be beneficiaries. ... Pets cannot be beneficiaries. ... You must have consent.
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