Get the free survivor beneficiary designation - NVPERS

Public Employees Retirement System of Nevada 693 W. Nye Lane, Carson City, NV 89703 (775) 6874200 Fax: (775) 6875131 5740 S. Eastern Ave., Suite 120, Las Vegas, NV 89119 (702) 4863900 Fax: (702) 6786934

How to fill out survivor beneficiary designation

How to fill out survivor beneficiary designation

1. Obtain the survivor beneficiary designation form from your insurance provider or employer.
2. Fill out your personal information, including your full name, date of birth, and contact details.
3. Provide information about the policy or account for which you are designating a survivor beneficiary, such as the policy number or account type.
4. Clearly state the name and contact information of the person you are designating as the survivor beneficiary.
5. Indicate the relationship between you and the survivor beneficiary, such as spouse, child, or parent.
6. Specify the percentage or amount of the policy or account proceeds that the survivor beneficiary will receive upon your death.
7. Sign and date the form, and ensure that the survivor beneficiary also signs and dates their acknowledgment of the designation.
8. Submit the completed form to your insurance provider or employer, following any additional instructions they may have.

Who needs survivor beneficiary designation?

1. Anyone who has a life insurance policy, retirement account, or other financial or investment account that allows for a survivor beneficiary designation should consider filling out this designation.
2. Individuals who wish to ensure that a specific person receives the proceeds of their policy or account upon their death should also complete this designation.
3. It is particularly important for individuals who are married or have dependents to have a survivor beneficiary designation in place, as it can provide financial security for their loved ones in the event of their death.

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What is survivor beneficiary designation?

Survivor beneficiary designation is a legal document that identifies who will receive certain benefits after the death of the primary beneficiary.

Who is required to file survivor beneficiary designation?

Typically, the primary beneficiary is required to file the survivor beneficiary designation.

How to fill out survivor beneficiary designation?

To fill out survivor beneficiary designation, you will need to provide information about the primary beneficiary, the survivor beneficiary, and the benefits being designated.

What is the purpose of survivor beneficiary designation?

The purpose of survivor beneficiary designation is to ensure that benefits are distributed according to the wishes of the primary beneficiary after their death.

What information must be reported on survivor beneficiary designation?

The survivor beneficiary designation must include the names and contact information of the primary beneficiary and the survivor beneficiary, as well as details about the benefits being designated.