Get Retirement Beneficiary Designation/change Form ...

This guide provides expert advice on completing the Retirement Beneficiary Designation/Change Form online. Following these instructions carefully will ensure that your beneficiary designations are accurately recorded and readily accessible.

Follow the steps to successfully complete the form online:

1. Press the ‘Get Form’ button to access the Retirement Beneficiary Designation/Change Form and open it in a suitable editor.
2. In the Employee Information section, clearly provide your first name, middle initial, last name, address, Social Security Number, city, state, and zip code. Ensure all fields are filled out completely.
3. Move to the Beneficiary Designations section. Indicate that you revoke any previous designations, if applicable. Then, enter your primary beneficiary information: select the type of beneficiary (individual, corporation/organization, estate, trust, or other) and fill in the required details including name, address, relationship or date of birth, Social Security Number, and percentage share. The total for primary beneficiaries must equal 100%.
4. Next, if applicable, fill in the Contingent Beneficiary(ies) section similarly to the primary beneficiary section, ensuring percentages also total 100%.
5. If you have designated a trust as a beneficiary, complete the Trust Designation section by providing the trustee’s name, the address of the trust, the title and date of the trust agreement, and attach a copy of the Trust Agreement.
6. In the Authorization/Signature section, review all information provided. Sign and date the form, ensuring that the signature date matches the actual date of signing.
7. Finally, save your changes, and choose to download, print, or share the form as necessary. Keep a copy for your records.

Begin filling out your form online today to ensure your beneficiary designations are secure and up to date.