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CONSUMER NOMINATING YOUR BENEFICIARIES FORM Complete this form to advise BOC Supers Trustee how you would like your death benefit to be paid. You can make either a binding or nonbinding nomination

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How to fill out nominating your beneficiaries form

How to fill out the nominating your beneficiaries form:

01

Read the instructions: Before you start filling out the form, carefully read the instructions provided. This will help you understand the purpose of the form and the information you need to provide.

02

Gather necessary information: Collect all the required information about your beneficiaries, such as their full names, dates of birth, and contact details. Make sure you have accurate and up-to-date information to ensure the form is filled out correctly.

03

Determine the percentage allocation: Decide on the percentage allocation of your assets or benefits that each beneficiary will receive. This step is important as it determines the distribution of your assets among your chosen beneficiaries.

04

Provide personal details: Begin filling out the form by providing your personal details, such as your name, address, and social security number. This information helps identify you as the account holder or policyholder.

05

List primary beneficiaries: Indicate the names and relationship of your primary beneficiaries. These are the individuals who will receive the majority of your assets or benefits when you pass away. Include their full names, dates of birth, and contact information.

06

Add contingent beneficiaries: If desired, list any contingent beneficiaries. These are individuals who would receive your assets or benefits if the primary beneficiaries are unable or unwilling to do so.

07

Specify allocation percentages: Assign the appropriate percentage to each beneficiary, indicating how much of your assets or benefits they will receive. Ensure that the total percentage allocated equals 100%.

08

Include alternate beneficiaries: If there are any alternate beneficiaries you wish to add, provide their information as well. These individuals would step in as beneficiaries if the primary and contingent beneficiaries are unable to receive the assets or benefits.

09

Review and sign the form: Carefully review all the information you provided in the form for accuracy. Once you are satisfied with the details, sign and date the form as required.

Who needs the nominating your beneficiaries form?

The nominating your beneficiaries form is necessary for individuals who wish to designate specific individuals or entities as beneficiaries of their assets, benefits, or insurance policies upon their death. This form is commonly used for retirement accounts, life insurance policies, investment accounts, and other similar arrangements. By completing this form, individuals can ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after their passing.

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What is nominating your beneficiaries form?

The nominating your beneficiaries form is a document that allows individuals to designate who will receive their assets or benefits in the event of their death.

Who is required to file nominating your beneficiaries form?

Any individual who wishes to specify their beneficiaries for their assets or benefits is required to file a nominating your beneficiaries form.

How to fill out nominating your beneficiaries form?

To fill out a nominating your beneficiaries form, one must provide their personal information, specify the beneficiaries, and sign the form in the presence of a witness.

What is the purpose of nominating your beneficiaries form?

The purpose of the nominating your beneficiaries form is to ensure that an individual's assets or benefits are distributed according to their wishes after their death.

What information must be reported on nominating your beneficiaries form?

The nominating your beneficiaries form typically requires information such as the individual's name, address, contact information, and details of the beneficiaries.

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