Get Inactive Provider Beneficiary Form - Ric - State Of Iowa - Ric Iowa

Filling out the Inactive Provider Beneficiary Form is essential for designating your beneficiaries when investing through RIC. This guide will walk you through each step required to complete the form accurately and efficiently online.

Follow the steps to complete the Inactive Provider Beneficiary Form.

1. Click ‘Get Form’ button to access the Inactive Provider Beneficiary Form and open it in the designated editor.
2. Begin by entering your personal information at the top of the form. Provide your first name, middle initial, last name, Social Security number, and both work and home telephone numbers.
3. In the beneficiary designation section, list the names of your beneficiaries. For each beneficiary, provide their Social Security number and the percentage of your account you wish them to receive. Ensure that the total percentage for all beneficiaries equals 100%.
4. Indicate whether each beneficiary is a primary or contingent beneficiary by selecting the appropriate option next to their names.
5. If you have more beneficiaries than can be listed on the form, you may attach an additional sheet with the required information.
6. Next, specify if you want to apply this designation to all your RIC accounts or just select accounts by marking the appropriate checkbox.
7. After filling out all sections, you must sign and date the form at the bottom to validate your beneficiary designations.
8. Finally, save your changes, and download or print the completed form. Be sure to mail or fax it to the designated location as indicated.

Complete your documents online today to ensure your beneficiary designations are up-to-date.