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AU Health System, Inc. Mutual Fund Beneficiary Designation Form l Group ID# 61712001l Group ID# 61712005l Group ID# 61712006VALIC Retirement Services Company (VRS CO)1.CLIENT INFORMATION Name: SSN
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01
Start by collecting all the necessary documents and information related to the beneficiary, such as their full name, contact details, and any relevant identification numbers or documents.
02
Open the university's beneficiary information form or application.
03
Begin filling out the form by entering the beneficiary's personal details, such as their name, date of birth, and address.
04
Provide any additional information required, such as the beneficiary's relationship with the university or the purpose for which they are being listed as a beneficiary.
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Double-check all the entered information for accuracy and completeness.
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Submit the completed beneficiary information form to the designated department or individual at the university.
Who needs beneficiary information - university?
01
The university requires beneficiary information from various parties, such as students, faculty, staff, or beneficiaries themselves.
02
Students may need to provide beneficiary information if they wish to designate someone to receive certain benefits or support in case of their absence or untimely event.
03
Faculty or staff members might need to include beneficiary information if they have specific entitlements or policies in place for their dependents or loved ones.
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Beneficiaries themselves may also need to provide their own information to the university, especially if they are entitled to certain services, resources, or benefits offered by the institution.
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What is beneficiary information - university?
Beneficiary information - university includes the details of the university or educational institution that will receive the benefits or funds.
Who is required to file beneficiary information - university?
The university or educational institution that will receive the benefits or funds is required to file beneficiary information.
How to fill out beneficiary information - university?
Beneficiary information - university can be filled out by providing the required details of the university or educational institution in the designated form or system.
What is the purpose of beneficiary information - university?
The purpose of beneficiary information - university is to ensure that the funds or benefits are directed to the correct university or educational institution.
What information must be reported on beneficiary information - university?
Beneficiary information - university must include the name, address, contact details, and other relevant information of the university or educational institution.
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