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Sentinel 403(b) Program Beneficiary Designation Form 1. EMPLOYEE INFORMATION (Please complete all sections.) Employee Names Social Security Number Street Address Daytime Phone Date of Hire City State

How to fill out beneficiary designation - usi

How to fill out beneficiary designation - usi:

1. Start by gathering the necessary forms. You will typically need the beneficiary designation form provided by your employer or the institution managing your account.
2. Fill in your personal information accurately. This includes your full name, date of birth, social security number, and contact information.
3. Identify the account or policy for which you are designating a beneficiary. Provide the account or policy number and any other relevant details.
4. Specify the percentage or amount you would like each beneficiary to receive. You may need to provide the full legal name, relationship, and social security number of each beneficiary.
5. Consider naming contingent or secondary beneficiaries. These individuals would receive the benefits if the primary beneficiaries pass away before you.
6. Review and sign the beneficiary designation form. Ensure that all the information provided is correct and complete before submitting it to the appropriate institution.

Who needs beneficiary designation - usi:

1. Individuals who have retirement accounts such as 401(k) or IRA accounts should consider designating beneficiaries to ensure their assets are distributed according to their wishes upon their passing.
2. Life insurance policyholders may also need to specify beneficiaries to receive the death benefit.
3. Those with investment accounts, such as brokerage or mutual fund accounts, may want to designate beneficiaries to avoid probate or ensure a smooth transfer of assets.

Remember that it is essential to review and update your beneficiary designation regularly, especially after major life events such as marriage, divorce, the birth of a child, or the passing of a loved one.

For pdfFiller’s FAQs

What is beneficiary designation - usi?

Beneficiary designation - usi is a form where an individual names the person or entity who will receive their assets or benefits upon their death.

Who is required to file beneficiary designation - usi?

Anyone who has assets or benefits that they want to designate to a specific person or entity upon their death is required to file beneficiary designation - usi.

How to fill out beneficiary designation - usi?

To fill out beneficiary designation - usi, an individual must provide their personal information, the name and contact details of the beneficiary, and specify the assets or benefits being designated.

What is the purpose of beneficiary designation - usi?

The purpose of beneficiary designation - usi is to ensure that an individual's assets or benefits are distributed according to their wishes upon their death.

What information must be reported on beneficiary designation - usi?

The information that must be reported on beneficiary designation - usi includes personal information of the individual, details of the beneficiary, and specifics of the assets or benefits being designated.

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