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Beneficiary Designation Form Instructions for Active Members STANISLAUS COUNTY EMPLOYEES? RETIREMENT ASSOCIATION 832 12th Street, Suite 600 (95354) P O Box 3150 Modesto, CA 95353-3150 Phone (209)

How to fill out instructions beneficiary designation form

Instructions on how to fill out a beneficiary designation form:

1. Begin by obtaining a copy of the beneficiary designation form. This form is typically provided by the organization or institution handling the specific account or policy for which you are designating beneficiaries.
2. Carefully read the instructions provided with the form. These instructions will outline the requirements and guidelines for completing the form correctly.
3. Fill in your personal information accurately. This will include your full name, address, date of birth, and any other requested details that establish your identity.
4. Identify the account or policy for which you are designating beneficiaries. This may involve providing specific account or policy numbers and indicating the type of asset or coverage being designated.
5. Determine the type of beneficiaries you wish to designate. Common options include primary beneficiaries, contingent beneficiaries, and percentages of distribution, among others.
6. Provide the necessary information for each beneficiary. This typically includes their full name, relationship to you, and their contact details.
7. Specify the percentage or allocation of assets to each beneficiary. If you are designating multiple beneficiaries, indicate the percentage or portion of the assets that should be allocated to each individual.
8. Follow any additional instructions or requirements specific to the form. This may include providing notarized signatures or additional documentation to support your beneficiary designations.
9. Carefully review the completed form to ensure accuracy and completeness. Any errors or omissions could potentially affect how your assets are distributed or cause delays in beneficiary claims.
10. Sign and date the form as required. Depending on the form's instructions, you may need to have your signature witnessed or notarized.

Who needs instructions beneficiary designation form?

1. Individuals who have various financial accounts or insurance policies and wish to designate beneficiaries for those assets.
2. People who want to ensure that their assets are distributed according to their wishes after their passing.
3. Anyone who wants to avoid potential conflicts or complications among potential beneficiaries by clearly stating their intended designations.

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