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04 Additional Beneficiary Designation This form allows you to designate additional primary and contingent beneficiaries. This page must be received with your completed Designation of Beneficiary form

How to fill out additional beneficiary designation

How to fill out additional beneficiary designation:

1. Obtain the necessary forms from your insurance provider or financial institution. These forms may be available online or can be requested from their customer service department.
2. Carefully read the instructions provided with the forms to ensure that you understand the requirements and any specific information that needs to be provided.
3. Fill in your personal information, such as your name, address, and contact details, as requested on the form.
4. Identify the policy or account for which you are designating additional beneficiaries. This may require providing policy or account numbers.
5. Specify the primary beneficiary by providing their full name, date of birth, relationship to you, and percentage of the benefit they should receive.
6. If you wish to designate contingent beneficiaries, provide their full names, dates of birth, relationships to you, and percentages of the benefit they should receive in case the primary beneficiary predeceases you.
7. Review the completed form for accuracy and make any necessary corrections.
8. Sign and date the form, certifying that the information provided is true and accurate to the best of your knowledge.
9. Submit the filled-out form to your insurance provider or financial institution as instructed, either by mail, email, or online submission.

Who needs additional beneficiary designation?

1. Individuals who have life insurance policies or retirement accounts often need additional beneficiary designations.
2. It is recommended for individuals who have experienced significant life changes like marriage, divorce, the birth of a child, or the death of a beneficiary to update their beneficiary designations and add additional beneficiaries.
3. Anyone who wants to ensure that their assets are distributed according to their wishes in the event of their death would benefit from having an additional beneficiary designation in place.

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What is additional beneficiary designation?

Additional beneficiary designation is a legal document that allows a policyholder to designate an individual or entity as a beneficiary who will receive benefits in addition to the primary beneficiary.

Who is required to file additional beneficiary designation?

Any policyholder who wishes to designate an additional beneficiary should file the additional beneficiary designation form.

How to fill out additional beneficiary designation?

To fill out the additional beneficiary designation form, the policyholder must provide the name, contact information, and relationship to the primary beneficiary of the additional beneficiary.

What is the purpose of additional beneficiary designation?

The purpose of additional beneficiary designation is to ensure that the policyholder's benefits are distributed according to their wishes in the event of their death.

What information must be reported on additional beneficiary designation?

The additional beneficiary designation form must include the name, contact information, and relationship to the primary beneficiary of the additional beneficiary.