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Effective July 2016 Beneficiary Designation Form for Insurance Plan Page 1 of 2 901 North Washington Street, Suite 706 Alexandria, VA 22314 1535, United States

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What is beneficiary designation form for?

The beneficiary designation form is for specifying who will receive the assets of an individual's account or insurance policy upon their death.

Who is required to file beneficiary designation form for?

Individuals who have accounts or insurance policies with designated beneficiaries are required to file a beneficiary designation form.

How to fill out beneficiary designation form for?

To fill out a beneficiary designation form, you will need to provide the name, relationship, and contact information of the beneficiaries you wish to designate.

What is the purpose of beneficiary designation form for?

The purpose of a beneficiary designation form is to ensure that the assets of an individual are distributed according to their wishes upon their death.

What information must be reported on beneficiary designation form for?

The beneficiary designation form must include the name, relationship, and contact information of each designated beneficiary.

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