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APPLICATION & BENEFICIARY DESIGNATION FORM Please complete this application & Beneficiary Form and return to your Plan Service Provider (PSP) indicated on the back of this form. Account Holder Information
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Application amp beneficiary designation is a form where an individual specifies who will receive the benefits or funds in the event of their death.
Any individual who has assets or benefits that require a beneficiary designation is required to file an application.
To fill out the application, an individual must provide their personal information, the details of the beneficiary, and specify the percentage or amount of the assets to be distributed.
The purpose of the application is to ensure that the individual's assets or benefits are distributed according to their wishes after their death.
The information that must be reported includes the individual's personal details, the beneficiary's information, and the specific allocation of assets.
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