Get the free BENEFICIARY DESIGNATION FORM - Huntington Beach - huntingtonbeachca

BENEFICIARY DESIGNATION FORM Life Insurance Company of North America Employer Name Employee Name Current Address Home Phone City of Huntington Beach Employee Social Security # City State Work Phone

How to fill out beneficiary designation form

How to fill out beneficiary designation form:

1. Begin by gathering all the necessary information, such as the full name, address, date of birth, and social security number of the primary beneficiary.
2. Next, provide the relationship of the primary beneficiary to the account holder, whether they are a spouse, child, sibling, or other designated individual.
3. Specify the percentage or dollar amount that the primary beneficiary should receive upon the account holder's death. It is important to be specific and accurate in this section.
4. If there are any contingent beneficiaries, list their full names, addresses, and relationships to the account holder. Contingent beneficiaries will only receive the benefits if the primary beneficiary is unable or unwilling to receive them.
5. Consider including a secondary or additional contingent beneficiary, in case the primary and initial contingent beneficiaries are unavailable or unable to receive the benefits.
6. Review the beneficiary designation form for any errors or omissions before submitting it. Make sure all the information is accurate and up to date.
7. Sign and date the form at the appropriate section, and ensure that any required witnesses or notaries also sign and date the form as needed.
8. Keep a copy of the completed beneficiary designation form for your own records and submit the original form to the appropriate institution or organization where the account is held.

Who needs beneficiary designation form?

1. Anyone who has a retirement account, life insurance policy, or any type of financial account that allows for the designation of beneficiaries should consider filling out a beneficiary designation form.
2. Married individuals may want to designate their spouse as the primary beneficiary to ensure the smooth transfer of benefits in the event of their death.
3. Parents may want to name their children as beneficiaries, providing them with financial support in the future.
4. Individuals without immediate family members or those with specific charitable intentions may also choose to designate non-family members or organizations as beneficiaries.
5. It is important to regularly review and update beneficiary designation forms as life circumstances change, such as marriage, divorce, birth of children, or the death of a designated beneficiary.

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