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Multiple Beneficiary Statement (If more than five beneficiaries, an additional listing in the following format is to be prepared.) CHINA Group Insurance Life Accident Disability Life Insurance Company
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How to fill out multiple beneficiary statement
How to fill out multiple beneficiary statement:
01
Start by obtaining the necessary forms. Contact your financial institution or insurance company to ask for the specific forms required to fill out a multiple beneficiary statement.
02
Fill in your personal information. Provide your full name, address, date of birth, and any other required identification details as instructed on the form.
03
Specify the type of account or policy. Indicate whether the statement is for a bank account, retirement account, life insurance policy, or any other asset that allows for multiple beneficiaries.
04
List the beneficiaries. Clearly write the full names, addresses, and relationships of each beneficiary you wish to designate. You may also need to include their social security numbers or other identification information, depending on the requirements of the institution.
05
Allocate percentages or shares. If you want to distribute the assets unequally among the beneficiaries, assign the percentage or share that each individual should receive. Ensure that all percentages total to 100%.
06
Consider contingent or secondary beneficiaries. If any of your primary beneficiaries are unable to receive the assets for any reason, you can designate additional beneficiaries to receive the assets in their place. Provide their information as instructed on the form.
07
Review and double-check. Carefully review all the information you have provided on the multiple beneficiary statement. Ensure there are no errors, omissions, or inconsistencies before signing the document.
08
Sign and date the statement. Once you are confident that everything is accurate, sign and date the statement in the designated areas.
09
Submit the completed form. Follow the instructions provided by your financial institution or insurance company to submit the multiple beneficiary statement. This may involve mailing the form, submitting it online, or delivering it in person.
Who needs multiple beneficiary statement?
A multiple beneficiary statement is typically required by individuals who want to designate more than one person to inherit their assets or receive the benefits of a specific policy. It is common among individuals with significant savings, retirement accounts, life insurance policies, or other valuable assets. By filling out a multiple beneficiary statement, individuals can ensure that their intended beneficiaries receive their desired share of the assets or benefits upon their death.
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What is multiple beneficiary statement?
A multiple beneficiary statement is a document that lists the beneficiaries of a trust or estate who are entitled to receive distributions.
Who is required to file multiple beneficiary statement?
The trustee or executor of a trust or estate is typically required to file a multiple beneficiary statement.
How to fill out multiple beneficiary statement?
To fill out a multiple beneficiary statement, the trustee or executor must list the names and contact information of all beneficiaries, along with details of their entitlements.
What is the purpose of multiple beneficiary statement?
The purpose of a multiple beneficiary statement is to provide transparency and clarity regarding the distribution of assets to beneficiaries.
What information must be reported on multiple beneficiary statement?
The multiple beneficiary statement must include the names, contact information, and entitlements of all beneficiaries.
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