Follow the steps to complete your beneficiary designation form.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Select whether you are making an initial beneficiary designation or changing prior designations by checking the appropriate box. Keep in mind that completing this form will revoke any previous beneficiary designations.
3. Enter your personal information in the designated fields, including your employee name, employee ID number, social security number, address, and telephone number.
4. Provide details about the policyholder/employer and the policy number in the specified fields.
5. List your primary beneficiaries by entering their names, dates of birth, addresses, telephone numbers, social security numbers, relationships to you, and percentages of the benefit they will receive. Ensure that the total of the percentages equals 100%.
6. If there are contingent beneficiaries, repeat the process of entering their information in the provided spaces.
7. If additional space is needed, write 'See attached' on the last beneficiary line and attach a separate sheet with all necessary beneficiary details, signed and dated by you.
8. Have your spouse sign the spousal consent section if required by your state's community property laws, and add the date.
9. Sign and date the form yourself, confirming that you reserve the right to change beneficiaries without their consent.
10. Review all the information you have entered to ensure accuracy before proceeding. Save your changes, download, print, or share the completed form as needed.

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