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BENEFICIARY DESIGNATION FORM Group Term Life (GPL) and Accidental Death and Dismemberment (ADD) The University of Texas System GFZ71778 INSTRUCTIONS (PLEASE PRINT, SIGN AND DATE THIS FORM IN BLACK

How to fill out beneficiary designation form return

1. Start by obtaining the beneficiary designation form return from the relevant institution or organization. This form is typically required for accounts such as retirement plans, life insurance policies, and individual retirement accounts (IRAs).
2. Begin by providing your personal information at the top of the form, including your full name, address, contact information, and the date.
3. The form will usually request details about the account for which you are designating beneficiaries. This may include the account number, account type, and the name of the financial institution or insurance company holding the account.
4. Identify the primary beneficiary/beneficiaries by filling in their full names, relationship to you (spouse, child, etc.), and their respective social security numbers or other identification numbers.
5. If you wish to designate contingent beneficiaries, provide their information in the appropriate section. Contingent beneficiaries are those who would inherit the assets if the primary beneficiary is unable to do so.
6. Indicate the percentage or specific amount of assets you would like each beneficiary to receive. This allows you to allocate your assets among multiple beneficiaries if desired. Ensure that the total assigned percentages or amounts equal 100% or the full value of the account to avoid any confusion.
7. If you have any special instructions or wishes regarding the distribution of your assets, include them in the provided space or attach an additional sheet if necessary.
8. Confirm your choices by signing and dating the beneficiary designation form. Some forms may require witnesses or a notary public to validate your signature.
9. Keep a copy of the completed form for your records and submit the original to the appropriate institution or organization that requires it.

Who needs beneficiary designation form return?

1. Individuals who have accounts such as retirement plans, life insurance policies, and IRAs may need to fill out a beneficiary designation form return.
2. Those who wish to specify who will receive their assets upon their death and ensure a smooth transfer of wealth to their chosen beneficiaries will need this form.
3. People who want to designate primary beneficiaries and contingent beneficiaries should use a beneficiary designation form return to outline their wishes and choices.

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What is beneficiary designation form return?

The beneficiary designation form return is a document used to designate beneficiaries for retirement accounts and life insurance policies.

Who is required to file beneficiary designation form return?

Individuals who have retirement accounts or life insurance policies and wish to designate beneficiaries are required to file the beneficiary designation form return.

How to fill out beneficiary designation form return?

To fill out the beneficiary designation form return, you need to provide your personal information, such as name, address, and social security number, as well as the information of your chosen beneficiaries. You may also need to provide details about your retirement account or life insurance policy.

What is the purpose of beneficiary designation form return?

The purpose of the beneficiary designation form return is to ensure that your retirement account or life insurance policy benefits are distributed according to your wishes in the event of your death.

What information must be reported on beneficiary designation form return?

The beneficiary designation form return typically requires information such as the names and contact information of the beneficiaries, their relationship to you, and the percentage of benefits they will receive.

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