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Participant Beneficiary Designation Form
(For ERICA plans not offering
Qualified Retirement Survivor Annuities)Products and financial services provided by
American United Life Insurance Company
a
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How to fill out participant beneficiary designation form
How to fill out participant beneficiary designation form
01
Start by obtaining the participant beneficiary designation form.
02
Read the instructions provided with the form carefully.
03
Begin by filling out your personal details, such as your name, address, and contact information.
04
Next, provide the necessary information about the primary beneficiary. Include their full name, relationship to you, and their contact information.
05
If you want to designate multiple primary beneficiaries, you may have to attach an additional sheet or provide extra details as specified on the form.
06
After completing the primary beneficiary section, proceed to the contingent beneficiary section. These are the individuals who would receive the benefits if the primary beneficiaries predecease you.
07
Again, provide the required information for each contingent beneficiary, including their full name, relationship to you, and contact details.
08
If you have any specific instructions or requests regarding the distribution of benefits, make sure to include them in the designated section.
09
Review the filled-out form for any errors or omissions.
10
Finally, sign and date the participant beneficiary designation form in the specified areas.
11
Make copies of the completed form for your records, and submit the original to the appropriate institution or organization as instructed.
Who needs participant beneficiary designation form?
01
Anyone who has a retirement plan or other investment accounts that allow them to name beneficiaries.
02
It is especially important for individuals who want to ensure that their assets go to specific individuals or charities upon their death.
03
Beneficiary designation forms are commonly used in retirement plans, life insurance policies, annuities, and other similar financial instruments.
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What is participant beneficiary designation form?
The participant beneficiary designation form is a document that allows a retirement account holder to specify who will receive their assets upon their death.
Who is required to file participant beneficiary designation form?
Any individual who has a retirement account and wishes to designate beneficiaries for their account is required to file a participant beneficiary designation form.
How to fill out participant beneficiary designation form?
To fill out a participant beneficiary designation form, an individual must provide their personal information, the information of the beneficiaries they wish to designate, and specify the percentage of assets each beneficiary will receive.
What is the purpose of participant beneficiary designation form?
The purpose of the participant beneficiary designation form is to ensure that the retirement account holder's assets are distributed according to their wishes after their death.
What information must be reported on participant beneficiary designation form?
The participant beneficiary designation form must include the retirement account holder's personal information, the names and contact information of the designated beneficiaries, and the percentage of assets each beneficiary will receive.
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