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Beneficiary Designations
Instructions
To designate a beneficiary or to change your existing beneficiary designation on an annuity plan, complete all applicable sections of this form, obtain
any required
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How to fill out beneficiary designations
How to fill out beneficiary designations
01
Gather necessary information such as full legal name, address, and social security number of both the primary beneficiary and contingent beneficiaries.
02
Review the beneficiary designation form provided by your financial institution or insurance company.
03
Choose the type of beneficiary you want to designate, such as primary beneficiary or contingent beneficiary.
04
Specify the percentage or specific amount you wish to allocate to each beneficiary.
05
Write down the relationship of each beneficiary to you, such as spouse, child, or sibling.
06
Ensure all information provided is accurate and up-to-date.
07
Sign and date the beneficiary designation form.
Who needs beneficiary designations?
01
Anyone who has financial accounts or insurance policies may need beneficiary designations.
02
Individuals who want to ensure the proper distribution of their assets after their death.
03
Married couples who want to designate their spouse as the primary beneficiary.
04
Parents who want to name their children as contingent beneficiaries.
05
Individuals who want to leave specific assets or amounts to specific individuals or organizations.
06
Anyone who wants to avoid the probate process for their designated assets.
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What is beneficiary designations?
Beneficiary designations are instructions that specify who will receive a person's assets or benefits upon their death.
Who is required to file beneficiary designations?
Individuals who have assets or benefits that will be distributed upon their death typically need to file beneficiary designations.
How to fill out beneficiary designations?
Beneficiary designations can usually be filled out by completing a form provided by the institution holding the assets or benefits and specifying the desired beneficiaries.
What is the purpose of beneficiary designations?
The purpose of beneficiary designations is to ensure that assets or benefits are distributed according to the individual's wishes and to avoid probate.
What information must be reported on beneficiary designations?
Beneficiary designations typically require the full name, date of birth, and relationship to the individual for each beneficiary listed.
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