Get the free Beneficiary Designation Form - Intermountain Ironworkers Trust ...

INTERMOUNTAIN IRONWORKERS TRUST FUND Pension Health and Welfare Tax Deferral Campuses of Utah, Inc. P.O. Box 30124 2156 West 2200 South Salt Lake City, UT 841300124 Phone (801) 6062425 Toll Free (888)

How to fill out beneficiary designation form

How to fill out beneficiary designation form

1. Read the instructions provided with the beneficiary designation form carefully.
2. Gather all the necessary information such as full legal name, Social Security Number (SSN), and date of birth of the beneficiary.
3. Fill out the personal details section, providing your own information as the policyholder or account owner.
4. Identify the type of beneficiary designation you want to make, whether primary or contingent.
5. Provide the full legal name, SSN, and date of birth of the primary beneficiary.
6. If you want to designate multiple primary beneficiaries, clearly state their shares or percentages.
7. Specify the relationship of each primary beneficiary to you (e.g., spouse, child, sibling).
8. If you want to make contingent beneficiary designations, provide their full legal names, SSNs, and dates of birth.
9. Clearly indicate the relationship of each contingent beneficiary to you.
10. Review the form for accuracy and completeness.
11. Sign and date the form in the designated areas.
12. Submit the form as instructed, either by mail or electronically.
13. Keep a copy of the filled-out form for your records.

Who needs beneficiary designation form?

1. Anyone who has life insurance policies, retirement accounts, or any other accounts that require beneficiary designations.
2. Individuals who want to designate who will receive the benefits or assets of their accounts upon their death.
3. People who have experienced significant life changes such as marriage, divorce, birth of a child, or death of a beneficiary and need to update their beneficiary designations.
4. Individuals who want to ensure that their assets pass to specific individuals or organizations according to their wishes.

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What is beneficiary designation form?

A beneficiary designation form is a document used to specify who will receive the assets of an account or insurance policy upon the death of the account holder or policyholder.

Who is required to file beneficiary designation form?

Anyone who holds an account or insurance policy with designated beneficiaries is required to file a beneficiary designation form.

How to fill out beneficiary designation form?

To fill out a beneficiary designation form, one must provide the required information such as the name of the beneficiary, their relationship to the account holder or policyholder, and their contact information.

What is the purpose of beneficiary designation form?

The purpose of a beneficiary designation form is to ensure that the assets of an account or insurance policy are distributed according to the account holder or policyholder's wishes upon their death.

What information must be reported on beneficiary designation form?

The beneficiary designation form must include the names of the beneficiaries, their relationship to the account holder or policyholder, and their contact information.