Get Beneficiary Designation Form - Elon University

Filling out the beneficiary designation form is an essential step in ensuring that your wishes are honored regarding the distribution of your benefits. This guide will provide you with step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to effectively complete the beneficiary designation form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. At the top of the form, provide your employer's name, Elon University, as well as your policy number(s), your full name, social security or certificate number, address, and contact number.
3. Indicate your primary and contingent beneficiaries. A primary beneficiary is the person or people you wish to receive the life insurance benefit, while contingent beneficiaries are designated to receive the benefit only if the primary beneficiaries are not alive. Ensure you list their names, addresses, and social security numbers, along with their relationship to you.
4. Specify the percentage of the benefit that each beneficiary will receive, ensuring the total adds up to 100%. Do not enter dollar amounts.
5. If you reside in a community property state and are married, and you choose someone other than your spouse as a primary beneficiary, your spouse must sign the form to waive any community property rights.
6. Finally, sign and date the form to validate your beneficiary designations.
7. Once completed, ensure to save changes, download, print, or share the form as needed.

Complete your beneficiary designation form online today to ensure your preferences are recorded.