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Spousal Consent
Designation of Nonspousal Beneficiary
With Revocation and Limitation Elections
Plan Name: Western Anesthesiology Associates, Inc. Profit Sharing Retirement Plan
Participant:
Participants
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How to fill out designation of non-spousal beneficiary
How to fill out designation of non-spousal beneficiary:
01
Obtain the necessary form from the financial institution or insurance company where you hold the account or policy.
02
Provide your personal information, such as your name, address, and contact details, as requested on the form.
03
Clearly indicate the account or policy for which you are designating a non-spousal beneficiary.
04
Enter the full name and contact information of the designated beneficiary. Ensure accuracy to avoid any issues in the future.
05
Specify the relationship between you and the beneficiary, detailing that they are a non-spousal beneficiary.
06
Indicate the percentage of the account or policy that you wish to allocate to the non-spousal beneficiary. If you have multiple beneficiaries, ensure the percentages add up to 100%.
07
Review the form thoroughly and make sure all the information provided is accurate and complete.
08
Sign and date the form, following any additional instructions provided by the institution or company.
09
Depending on the requirements of the financial institution or insurance company, you may need to submit the form electronically, mail it, or drop it off in person.
Who needs designation of non-spousal beneficiary?
01
Individuals who have specific wishes for the distribution of their assets or insurance benefits after their passing may consider designating a non-spousal beneficiary.
02
It can be particularly important for individuals who are not married, divorced, or have a spouse who may not be the intended beneficiary.
03
People who want to ensure that their financial accounts or life insurance policies pass to someone other than their spouse, such as children, siblings, friends, or charitable organizations, may find it necessary to designate a non-spousal beneficiary.
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