Get Pipe Fitters' Local 597 Beneficiary Designation For Death Benefits

Completing the Pipe Fitters' Local 597 Beneficiary Designation for Death Benefits form is a crucial step in ensuring that your benefits are distributed according to your wishes. This guide provides clear and detailed instructions to help you successfully fill out the form online.

Follow the steps to successfully fill out your beneficiary designation form.

1. Press the ‘Get Form’ button to access the beneficiary designation form and open it for editing.
2. Begin by specifying a single primary beneficiary. In the designated fields, enter the name of the individual you wish to designate for receiving your full death benefit.
3. Next, provide the following details for your primary beneficiary: relationship to you, full address including city, state, and zip code, and phone number.
4. If you prefer to name multiple primary beneficiaries, check the appropriate section and fill in their names, relationships, and contact details. Ensure that you specify the percentage of the benefit each person will receive, ensuring that the total adds up to 100%.
5. If you have contingent beneficiaries (individuals who should receive the benefit if no primary beneficiaries survive you), repeat the process by entering their details in the designated sections.
6. In the participant section, provide your Participant I.D. Number, Social Security number, full name, and telephone number.
7. Sign the form to confirm your designation and, if applicable, provide your email address for additional communication.
8. Ensure that you check the ‘Important Note for Married Employees’ section. If you reside in a community property state and are not naming your spouse as a beneficiary, make sure to obtain their consent by having them sign the spousal consent section.
9. Once all sections are completed, review the form for accuracy. You can then save your changes, download, print, or share the completed form as needed.

Complete your Pipe Fitters' Local 597 Beneficiary Designation for Death Benefits form online today to secure your benefits.