Get the free Designation of Beneficiary Form (PDF) - Middle Tennessee State ... - mtsu

TENNESSEE BOARD OF REGENTS MIDDLE TENNESSEE STATE UNIVERSITY DESIGNATION OF BENEFICIARY EMPLOYEE NAME: (First) (Last) (Maiden) (Middle) EMPLOYEE M NO.: In accordance with the Tennessee Board of Regents

How to fill out designation of beneficiary form

How to fill out a designation of beneficiary form:

1. Start by reviewing the instructions: Before filling out the form, carefully read and understand the instructions provided. These instructions will guide you through the process and help you provide accurate information.
2. Personal information: Begin by entering your personal details. This typically includes your name, address, social security number, and contact information. Make sure all the information is accurate and up to date.
3. Beneficiary details: Specify the beneficiary's information in the designated sections. This includes their full name, relationship to you, social security number, and contact information. If you are designating multiple beneficiaries, ensure you provide all the necessary details for each individual.
4. Specify the percentage or allocation: Indicate the percentage or allocation of the benefits to be given to each beneficiary. This determines how the benefits will be divided among the designated individuals. Ensure that the total allocation adds up to 100% or is stated clearly if there are remaining benefits.
5. Contingent beneficiaries: If you want to designate contingent beneficiaries, ensure you provide their details as well. Contingent beneficiaries will receive the benefits if the primary beneficiaries are unable or unwilling to accept them.
6. Signature and date: Once you have filled out all the required information, sign and date the form. Your signature serves as confirmation that the information provided is accurate and complete.

Who needs a designation of beneficiary form:

1. Life insurance policyholders: Individuals who have life insurance policies often need to fill out a designation of beneficiary form. This allows them to specify who will receive the death benefit in the event of their passing.
2. Retirement account holders: People with retirement accounts, such as 401(k), IRA, or pension plans, may need to complete a designation of beneficiary form. This ensures that the remaining funds in their retirement accounts go to the intended beneficiaries after their death.
3. Will and estate planning: Designating beneficiaries is an essential part of will and estate planning. Including a designation of beneficiary form ensures that your assets, investments, or property pass to the desired individuals or organizations upon your death.

Overall, anyone who wishes to ensure that their assets or benefits are distributed according to their wishes after their passing should consider filling out a designation of beneficiary form. It provides clarity and instructions for the disposition of assets, providing peace of mind and preventing potential disputes among family members or beneficiaries.

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