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Beneficiary Designation See Instructions and Important Definitions on Page 3. Your name (first, middle initial, last)Telephone numberSCERSIDEmail addressSection 1: Beneficiary Designation for Pension

How to fill out beneficiary designation - seattlegov

How to fill out beneficiary designation - seattlegov

1. Obtain beneficiary designation form from the seattlegov website or office.
2. Read the instructions and requirements carefully before filling out the form.
3. Provide your personal information including full name, address, and contact details.
4. Identify the beneficiary by providing their full name, relationship to you, and contact details.
5. Specify the percentage or amount of the assets you want to allocate to the beneficiary.
6. If there are multiple beneficiaries, clearly indicate the percentage or amount for each.
7. Sign and date the beneficiary designation form.
8. Review the completed form for accuracy and completeness.
9. Submit the form according to the instructions provided, either online or in person.
10. Keep a copy of the beneficiary designation form for your records.

Who needs beneficiary designation - seattlegov?

1. Anyone who wants to designate a specific individual or organization as a beneficiary of their assets or benefits in case of their death.
2. People with life insurance policies, retirement accounts, or investment accounts often use beneficiary designations.
3. It is recommended for individuals who want to ensure their assets are distributed according to their wishes.
4. Beneficiary designations are commonly used by married couples, parents, individuals with dependents, and individuals who want to support charitable organizations.

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What is beneficiary designation - seattlegov?

Beneficiary designation is the process of naming individuals or entities who will receive assets or benefits upon the death of the owner of the assets.

Who is required to file beneficiary designation - seattlegov?

Individuals who have assets or benefits that are subject to beneficiary designation are required to file beneficiary designation forms.

How to fill out beneficiary designation - seattlegov?

Beneficiary designation forms can typically be filled out online or in person, providing the necessary information such as the full name, date of birth, and relationship of the beneficiaries.

What is the purpose of beneficiary designation - seattlegov?

The purpose of beneficiary designation is to ensure that assets or benefits are distributed according to the wishes of the owner, without the need for probate.

What information must be reported on beneficiary designation - seattlegov?

Beneficiary designation forms usually require the full name, address, social security number, date of birth, and relationship of the beneficiaries.