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Johns Hopkins University Support Staff Pension Plan Designation/Change of Beneficiary Participant's Name Social Security Number Participant's Address Community Property State Yes No SECTION I DESIGNATION/CHANGE

How to fill out designationchange of beneficiary form

How to fill out a designation change of beneficiary form:

1. Start by obtaining the designation change of beneficiary form from the appropriate source, such as the insurance company or retirement plan administrator. This form is typically required when you want to make changes to the beneficiaries listed on your insurance policy or retirement account.
2. Carefully read the instructions provided with the form. Make sure you understand the purpose of the form, the required information, and any specific guidelines mentioned.
3. Begin by providing your personal information, such as your full name, contact details, and social security number. This ensures that the form is properly associated with your account.
4. Identify the policy or account to which the designation change of beneficiary applies. Include the policy or account number, the name of the insurance company or retirement plan, and any other required identifying information.
5. Clearly indicate the current beneficiaries listed on the policy or account. This may include their full names, relationship to you, and their percentage or share of the benefit. If there are multiple beneficiaries, specify how the benefit is to be divided among them.
6. State the changes you want to make to the beneficiary designation. Provide the full names of the new beneficiaries, their relationship to you, and their desired percentage or share of the benefit. Remember to be accurate and specific when filling out this section.
7. Sign and date the form, following any additional witness or notary requirements specified. Ensure that your signature matches the name provided in the form and that it is done in the designated spaces.
8. Make copies of the completed form before submitting it. This will help you retain a record of the changes you made for future reference, if needed.

Who needs a designation change of beneficiary form:

1. Individuals who currently have an insurance policy or retirement account with listed beneficiaries may need a designation change of beneficiary form when they want to update or modify the beneficiaries on the account.
2. Some common situations that may necessitate a designation change include marriage, divorce, the birth or adoption of a child, the death of a beneficiary, or changes in personal circumstances.
3. It is always recommended to consult with a legal or financial advisor when changing beneficiaries to ensure that the process is done correctly and aligns with your specific estate planning goals.

Note: The exact requirements and procedures may vary depending on the specific insurance company or retirement plan administrator. It is crucial to refer to the instructions and guidelines provided with the designation change of beneficiary form you are using.

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What is designationchange of beneficiary form?

The designation change of beneficiary form is a legal document that allows a policyholder or account holder to make changes to the designated beneficiaries of their insurance policy or retirement account.

Who is required to file designationchange of beneficiary form?

Any individual who wishes to make changes to the beneficiaries of their insurance policy or retirement account is required to file the designation change of beneficiary form.

How to fill out designationchange of beneficiary form?

To fill out the designation change of beneficiary form, you need to provide your personal information, including your name, contact information, policy or account details, and the names and contact information of the new beneficiaries. You may also need to provide documentation to support the changes.

What is the purpose of designationchange of beneficiary form?

The purpose of the designation change of beneficiary form is to allow individuals to update or modify the beneficiaries of their insurance policy or retirement account according to their current wishes and circumstances.

What information must be reported on designationchange of beneficiary form?

The designation change of beneficiary form typically requires the reporting of the policy or account details, personal information of the account holder, including name, contact information, and social security number, as well as the names, contact information, and relationship to the account holder of the new beneficiaries.