Get the free Beneficiary Designation Form - Harvard University

Beneficiary Information (Note: If you are married and wish to name someone other than your spouse as the beneficiary, your spouse must consent to the designation by completing the attached Spousal

How to fill out beneficiary designation form

How to fill out beneficiary designation form

1. Obtain a beneficiary designation form from the relevant financial institution or insurance company.
2. Fill in your personal information, including your name, address, and social security number.
3. Specify the type of account or policy for which you are designating a beneficiary.
4. Provide the full name, date of birth, and relationship of each beneficiary you wish to designate.
5. Indicate the percentage or specific amount of assets or benefits you want each beneficiary to receive.
6. Consider contingent beneficiaries in case the primary beneficiaries are unable to receive the assets or benefits.
7. Sign and date the form, and make sure to have it witnessed or notarized as required by the institution.
8. Submit the completed form to the financial institution or insurance company as instructed.

Who needs beneficiary designation form?

1. Anyone who has financial assets or insurance policies and wants to ensure that those assets or benefits are distributed according to their wishes
2. Individuals who have life insurance policies, retirement accounts, investment accounts, or other assets
3. People who want to designate specific individuals or organizations as beneficiaries rather than relying on default rules of inheritance

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What is beneficiary designation form?

A beneficiary designation form is a legal document that allows you to specify who will receive your assets upon your death.

Who is required to file beneficiary designation form?

Anyone who has assets that need to be transferred to beneficiaries upon their death is required to file a beneficiary designation form.

How to fill out beneficiary designation form?

To fill out a beneficiary designation form, you will need to provide information about yourself and the beneficiaries you wish to designate, including their names, addresses, and relationship to you.

What is the purpose of beneficiary designation form?

The purpose of a beneficiary designation form is to ensure that your assets are distributed according to your wishes upon your death.

What information must be reported on beneficiary designation form?

The beneficiary designation form must include the names, addresses, and relationship to you of the beneficiaries you wish to designate.