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Mercer Voluntary Benefits Beneficiary Designation Form free printable template

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MERCER VOLUNTARY BENEFITS BENEFICIARY DESIGNATION FORM This form is to designate a beneficiary for life insurance coverage for you and your spouse. No white outs write overs or cross outs allowed in this section. Primary Beneficiary for Employee Coverage Name Share Relationship Date of Birth SSN Daytime Phone Contingent Beneficiary for Employee Coverage if Primary is not living The beneficiary for dependent children s coverage is the employee unless otherwise designated Community Property...
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How to fill out Mercer Voluntary Benefits Beneficiary Designation Form

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How to fill out Mercer Voluntary Benefits Beneficiary Designation Form

01
Obtain a copy of the Mercer Voluntary Benefits Beneficiary Designation Form from your HR department or Mercer website.
02
Read the instructions carefully to understand the requirements for designating a beneficiary.
03
Fill out your personal information at the top of the form, including your name, address, and employee ID number.
04
Identify the benefits you want to designate beneficiaries for by checking the appropriate boxes.
05
Provide the full names, relationship to you, and contact information for each beneficiary.
06
Review the information for accuracy to ensure there are no errors in names or relationships.
07
Sign and date the form to authenticate your beneficiary selections.
08
Submit the completed form to your HR department or the designated Mercer representative.

Who needs Mercer Voluntary Benefits Beneficiary Designation Form?

01
Employees enrolled in Mercer Voluntary Benefits who want to designate beneficiaries for their benefits.
02
Individuals who have recently experienced a life event, such as marriage, divorce, or the birth of a child, and need to update their beneficiary information.
03
Anyone wishing to specify who will receive benefits in the event of their death.
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The Mercer Voluntary Benefits Beneficiary Designation Form is a document that allows individuals to designate specific beneficiaries who will receive benefits in the event of the policyholder's death.
Individuals enrolled in Mercer Voluntary Benefits plans who wish to specify their beneficiaries are required to file the form.
To fill out the form, individuals must provide their personal information, list the beneficiaries they wish to designate, and specify the proportion of benefits each beneficiary will receive.
The purpose of the form is to ensure that benefits are distributed according to the wishes of the policyholder upon their passing, avoiding potential disputes or confusion.
The form must report the policyholder's name, policy number, beneficiary names, relationship to the policyholder, and the percentage of benefits each beneficiary will receive.
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