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Fallen Heroes Beneficiary Designation Form Sponsored by Hillsborough County Name (Last/First/MI)Social Security NumberEmploying Entity Hillsborough County City of Tampa Plant City Temple Terrace Effective
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How to fill out beneficiary designation form
How to fill out beneficiary designation form
01
Start by obtaining a beneficiary designation form from your financial institution or insurance company.
02
Read the instructions provided with the form carefully.
03
Fill out your personal information, including your full name, contact details, and social security number.
04
Identify the beneficiary/beneficiaries by providing their full names, relationship to you, and their contact information.
05
Specify the percentage or portion of the assets you want each beneficiary to receive.
06
If you have multiple beneficiaries, you may choose to allocate the assets equally among them or designate specific percentages for each.
07
Consider naming contingent beneficiaries, individuals who will receive the assets if the primary beneficiaries predecease you.
08
Review the form thoroughly to ensure all information is accurate and complete.
09
Sign and date the form.
10
Submit the completed form to your financial institution or insurance company as instructed.
Who needs beneficiary designation form?
01
Anyone who wants to designate who will receive their assets, such as bank accounts, life insurance policies, retirement plans, or investment accounts, upon their death should fill out a beneficiary designation form.
02
This form is commonly used by individuals who want to ensure their assets pass directly to specific individuals or organizations without going through the probate process.
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