Get the free Mutualofamerica.com BENEFICIARY DESIGNATION

For the plans indicated, THIS DESIGNATION COMPLETELY REPLACES ANY PREVIOUS BENEFICIARY DESIGNATION. 6463. O 8/11 MARRIED UNMARRIED (Single, Widowed or Divorced)

How to fill out mutualofamericacom beneficiary designation

How to fill out the Mutual of America beneficiary designation:

1. Visit the official Mutual of America website or log in to your account.
2. Locate the "Beneficiary Designation" section or form. This may be found under the "My Account" or "Account Information" tab.
3. Provide your personal information, including your name, date of birth, and social security number.
4. Identify the type of beneficiary designation you wish to make. Mutual of America typically offers options such as primary beneficiaries and contingent beneficiaries.
5. For each primary beneficiary, enter their full name, relationship to you (e.g., spouse, child), and percentage of the benefit they will receive. You may also need to provide their date of birth and social security number.
6. Repeat step 5 for additional primary beneficiaries, if applicable. You may assign multiple primary beneficiaries and allocate the benefit percentages accordingly.
7. If desired, designate one or more contingent beneficiaries. These individuals would receive the benefits if all the primary beneficiaries predecease you or are unable to claim the benefits.
8. Review the information you provided to ensure accuracy and completeness.
9. Submit the beneficiary designation form. You may have the option to download a copy for your records.
10. Keep a record of the beneficiary designation form and inform your loved ones or trusted individuals of its existence and location.

Who needs Mutual of America beneficiary designation?

1. Individuals who hold insurance policies or retirement accounts with Mutual of America.
2. People who want to ensure that their assets are distributed according to their wishes after their passing.
3. Individuals who have gone through major life changes, such as getting married, divorced, or having children, and need to update their beneficiary designations.

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What is mutualofamericacom beneficiary designation?

Mutualofamericacom beneficiary designation is a form that allows you to designate who will receive your benefits from Mutual of America.

Who is required to file mutualofamericacom beneficiary designation?

Any policyholder or account holder with Mutual of America is required to file a beneficiary designation form.

How to fill out mutualofamericacom beneficiary designation?

You can fill out the beneficiary designation form online through your Mutual of America account or by requesting a paper form from customer service.

What is the purpose of mutualofamericacom beneficiary designation?

The purpose of mutualofamericacom beneficiary designation is to ensure that your benefits are distributed according to your wishes in the event of your death.

What information must be reported on mutualofamericacom beneficiary designation?

You must provide the full name, date of birth, relationship to you, and percentage allocation for each beneficiary you designate.