Get the free Beneficiary Designation Form for CIGNA Companies ... - EBView

Beneficiary Designation Form for CHINA Companies Retirees Return completed form to: CHINA Group Insurance Customer Service Center P.O. Box 14577 Des Moines, IA 50306-9689 1-800-828-3485 / Facsimile:

How to fill out beneficiary designation form for

How to fill out beneficiary designation form for:

1. Provide personal information: Start by entering your full name, address, date of birth, and social security number in the designated fields on the form.
2. Identify beneficiaries: List the names, relationship to you, and their respective percentages of the benefit they will receive upon your death.
3. Contingent beneficiaries: If desired, name backup beneficiaries to receive the benefits in case the primary beneficiaries predecease you.
4. Specify benefit distribution: Indicate whether the benefits should be distributed in equal shares among the beneficiaries or assign specific percentages to each individual.
5. Include contact information: Provide the current addresses and phone numbers of the beneficiaries so that they can be easily contacted in the future.
6. Review and sign: Carefully review the form for accuracy and completeness. Sign and date the form before submitting it to the relevant institution.

Who needs beneficiary designation form for:

1. Individuals with life insurance policies: Beneficiary designation forms are commonly required by life insurance companies to determine who will receive the death benefit.
2. Retirement account holders: Forms are necessary to designate beneficiaries for retirement accounts such as 401(k)s, IRAs, or pensions.
3. Trust creators: People who establish trusts may need to complete beneficiary designation forms to name individuals or organizations as beneficiaries of the trust assets upon their death.

For pdfFiller’s FAQs

What is beneficiary designation form for?

The beneficiary designation form is used to designate the individuals or entities who will receive the benefits of a particular asset or account upon the owner's death. This form ensures that the owner's intended beneficiaries receive their designated share.

Who is required to file beneficiary designation form for?

Any individual or entity who wants to specify the beneficiaries of their assets or accounts upon their death is required to file a beneficiary designation form. This form is commonly used for life insurance policies, retirement accounts, and other similar assets.

How to fill out beneficiary designation form for?

To fill out a beneficiary designation form, you need to provide your personal information such as your full name, contact details, and relationship to the owner of the asset. You also need to clearly specify the beneficiaries' names, addresses, and their share of the asset. It is important to review the form carefully and make sure all information is accurate before submitting it.

What is the purpose of beneficiary designation form for?

The purpose of a beneficiary designation form is to ensure that the owner's assets or accounts are distributed according to their wishes upon their death. By designating specific beneficiaries, the owner can avoid potential conflicts and ensure that their intended beneficiaries receive the designated benefits.

What information must be reported on beneficiary designation form for?

The beneficiary designation form typically requires the following information: 1) Owner's personal information, 2) Beneficiary's personal information, 3) Relationship between the owner and the beneficiaries, and 4) Percentage or share of the assets or accounts that each beneficiary is entitled to receive.

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