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BENEFICIARY DESIGNATION INSTRUCTIONS AND GUIDELINES Please follow these instructions carefully when submitting this form to prevent any delays caused by unclear or omitted information. Be sure to

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What is beneficiary designation form?

A beneficiary designation form is a document that allows account holders to specify who will receive assets or funds upon their death.

Who is required to file beneficiary designation form?

Individuals with retirement accounts, life insurance policies, or other accounts with designated beneficiaries are required to file beneficiary designation forms.

How to fill out beneficiary designation form?

Beneficiary designation forms typically require the account holder to provide the name, relationship, and contact information of the designated beneficiary.

What is the purpose of beneficiary designation form?

The purpose of a beneficiary designation form is to ensure that assets or funds are distributed according to the account holder's wishes after their death.

What information must be reported on beneficiary designation form?

The beneficiary designation form must include the name, relationship, and contact information of the designated beneficiary, as well as the percentage of assets or funds they are entitled to.

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