Get Before Executing This Form Refer To Other Side

Filling out the Before Executing This Form Refer To Other Side is an important process for designating beneficiaries. This guide will provide clear, step-by-step instructions to assist users in accurately completing the form online.

Follow the steps to complete the form with ease.

1. Click the ‘Get Form’ button to access and open the form in your editor.
2. Begin filling in the group contract holder name and group contract number in the designated fields.
3. Enter the employee or retiree's name and address, making sure to include accurate contact information.
4. Input the employee or retiree's Social Security number in the appropriate field.
5. In the main section, specify the desired beneficiary or beneficiaries. Include their names, addresses, and relationships to the employee or retiree.
6. Fill out the Social Security numbers and dates of birth for each beneficiary designated, ensuring all information is correct.
7. Clearly indicate whether each beneficiary is a primary or contingent beneficiary by checking the appropriate box.
8. If there are multiple beneficiaries, specify the percentage of benefits each will receive. Ensure they total 100% for primary beneficiaries.
9. Review the form for any mistakes. If corrections are necessary, line out the incorrect information, write the correct details, and initial the changes.
10. Sign and date the form in the designated area, making sure the signature matches the name as listed.
11. Once all sections are completed, save your changes and consider downloading, printing, or sharing the form for your records.

Complete your form online today to ensure your beneficiary designations are accurately recorded.