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ELLA RETIREMENT Player Beneficiary Designation FOR ELLA PARTICIPATING ANNUITY PAYMENTS Use this form to designate beneficiaries for your ELLA Participating Annuity. Completing this form makes sure

How to fill out your beneficiary designation for

How to fill out your beneficiary designation for

1. Locate the beneficiary designation form: This form is usually provided by your insurance company, retirement plan provider, or financial institution. It may also be available online on their website.
2. Read the instructions: Familiarize yourself with the instructions provided on the beneficiary designation form. Make sure you understand the purpose of each section and the information required.
3. Fill out your personal details: Provide your full name, contact information, and any other personal details requested on the form. This helps in identifying you as the policy or account holder.
4. Specify your beneficiaries: Indicate the name, relationship, and contact information of your chosen beneficiaries. You may also need to specify the percentage or share of the proceeds each beneficiary should receive.
5. Consider contingent beneficiaries: In case your primary beneficiaries predecease you or are unable to receive the benefits, you can designate contingent beneficiaries. These individuals will be next in line to receive the proceeds.
6. Review and sign the form: Double-check all the information you have provided before signing the beneficiary designation form. Ensure your signature is dated and that you have followed any additional instructions provided.
7. Submit the form: Once you have completed the form, submit it to the insurance company, retirement plan provider, or financial institution as indicated on the form or in the instructions. Keep a copy for your records.

Who needs your beneficiary designation for?

1. Anyone who has an insurance policy, retirement plan, or financial account with a beneficiary designation option should fill out a beneficiary designation form.
2. It is especially important for individuals who want to ensure that their assets are distributed according to their wishes after they pass away.
3. Beneficiary designation forms are commonly used for life insurance policies, retirement plans (such as 401(k)s, IRAs), annuities, and certain types of bank or investment accounts.
4. By designating beneficiaries, you can avoid potential disputes and ensure that your loved ones or chosen individuals receive the proceeds of your policy or accounts.
5. It is recommended to regularly review and update your beneficiary designations to reflect any changes in your personal circumstances, such as marriage, divorce, birth of children, or the passing of beneficiaries.

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What is your beneficiary designation for?

The beneficiary designation is for designating who will receive certain assets or benefits upon your death.

Who is required to file your beneficiary designation for?

Anyone who has assets or benefits that they wish to assign to a specific individual or entity upon their death.

How to fill out your beneficiary designation for?

You can fill out a beneficiary designation form provided by the institution holding your assets or benefits, specifying the name of the beneficiary and their relationship to you.

What is the purpose of your beneficiary designation for?

The purpose of the beneficiary designation is to ensure that your assets or benefits are distributed according to your wishes upon your death.

What information must be reported on your beneficiary designation for?

The beneficiary's full name, relationship to the account holder, date of birth, and contact information must be reported on the beneficiary designation form.