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The Lincoln National Life Insurance Company, PO Box 2649, Omaha, NE 681032649 toll-free (800) 4232765 Fax (800) 4624660 www.LincolnFinancial.com BENEFICIARY DESIGNATION FORM Policyholder/Employer

How to fill out beneficiary designation form

How to fill out a beneficiary designation form:

1. Obtain the form: Start by getting a copy of the beneficiary designation form from your insurance or retirement plan provider. This form is typically provided by the company or organization that manages your policy or plan.
2. Personal information: Fill in your personal details accurately. This includes your full name, address, date of birth, and social security number. Double-check the information to ensure its accuracy.
3. Primary beneficiary: Indicate your primary beneficiary, the person or entity who will receive the benefits upon your death. Usually, you will need to provide the full name, relationship, and percentage or amount of the benefit they are entitled to receive.
4. Contingent beneficiary: Determine a contingent beneficiary, someone who will receive the benefits if the primary beneficiary is unable to do so. Again, provide their full name, relationship, and the percentage or amount they should receive.
5. Signature and date: Don't forget to sign and date the form. Your signature confirms that you have filled it out truthfully and to the best of your knowledge.
6. Submit the form: After completing all the required sections, review the form, making sure there are no mistakes or missing information. Then, submit the form to your insurance or retirement plan provider as instructed. Retain a copy for your records.

Who needs beneficiary designation form?

1. Life insurance policyholders: Individuals who have life insurance policies usually need to complete a beneficiary designation form. This form ensures that the policy benefits are distributed to the intended recipients upon the policyholder's death.
2. Retirement plan participants: Those enrolled in retirement plans, such as employer-sponsored 401(k) or Individual Retirement Accounts (IRAs), typically need to fill out a beneficiary designation form. This allows them to designate who will receive the remaining account balance upon their death.
3. Pension plan members: Participants in pension plans offered by their employers often need to complete a beneficiary designation form. This ensures that any remaining pension benefits are passed on to the specified beneficiaries after their passing.

Note: Beneficiary designation forms may vary depending on the insurance or retirement plan provider. Always consult with the specific provider or seek professional advice if you have any doubts or questions about filling out the form correctly.

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What is beneficiary designation form?

A beneficiary designation form is a legal document that allows an individual to specify who will receive their assets or benefits upon their death.

Who is required to file beneficiary designation form?

Anyone who has assets or benefits that require a beneficiary designation may be required to file a beneficiary designation form.

How to fill out beneficiary designation form?

To fill out a beneficiary designation form, you typically need to provide your personal information, the name of the beneficiary, and details about the assets or benefits being designated.

What is the purpose of beneficiary designation form?

The purpose of a beneficiary designation form is to ensure that your assets or benefits are distributed according to your wishes upon your death.

What information must be reported on beneficiary designation form?

The information reported on a beneficiary designation form typically includes the beneficiary's name, relationship to the account holder, and the percentage of assets they will receive.