Get Oakland University Beneficiary Designation Change Form

Completing the Oakland University Beneficiary Designation Change Form online is a straightforward process designed to help users designate beneficiaries for their insurance policies. This guide offers step-by-step instructions to ensure that you can efficiently complete the form.

Follow the steps to successfully complete your beneficiary designation change form.

1. Click ‘Get Form’ button to access the Beneficiary Designation Change Form and open it in your preferred online editor.
2. Begin by filling in the group policyholder's name and group policy number in the designated fields. These details are essential for identifying your policy.
3. Next, fill in your name and address as the employee or retiree. Make sure to include your social security number in the required field for accurate identification.
4. In the beneficiary section, list the names and addresses of each beneficiary you wish to designate. For each individual, also specify their relationship to you.
5. Proceed to fill out the social security numbers and dates of birth for each beneficiary. This information is crucial for confirming their identities.
6. Indicate whether each beneficiary is a primary or contingent beneficiary by checking the appropriate box. Remember that contingent beneficiaries will only receive benefits if all primary beneficiaries have predeceased you.
7. Make sure the percentages for primary and contingent beneficiaries add up to 100%. If necessary, specify how the benefits will be distributed among multiple beneficiaries.
8. If applicable, complete the spousal consent section if you live in a community property state and are designating someone other than your spouse as a beneficiary.
9. Once you have filled out all sections of the form accurately, review it for any errors. If corrections are needed, line out the erroneous information, provide the correct details, and initial the changes.
10. Finally, save your changes and download or print the completed form for your records. Ensure you keep a copy for future reference.

Start filling out your Oakland University Beneficiary Designation Change Form online today!