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PrintPRIMARYALTERNATE BENEFICIARY Certification may name one person or any number of persons as your primary or alternate beneficiary. 1. Primary Beneficiary: A primary beneficiary is the person or

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What is primary-alternate beneficiary certification?

Primary-alternate beneficiary certification is a form or document that designates primary and alternate beneficiaries for a particular asset or insurance policy.

Who is required to file primary-alternate beneficiary certification?

The policyholder or asset owner is required to file the primary-alternate beneficiary certification form.

How to fill out primary-alternate beneficiary certification?

The form should be completed with the full name, contact information, and relationship to the policyholder/asset owner of both the primary and alternate beneficiaries.

What is the purpose of primary-alternate beneficiary certification?

The purpose of primary-alternate beneficiary certification is to ensure that in the event of the policyholder's death, the benefits are distributed according to their wishes.

What information must be reported on primary-alternate beneficiary certification?

The form should include the full name, contact information, and relationship to the policyholder of both the primary and alternate beneficiaries.

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