Get the free Great West Beneficiary Designation Form - Princeton Community ... - pchonline

Beneficiary Designation 403(b) Plan Use black or blue ink when completing this form. For questions regarding this form, contact Service Provider at 1-866-467-7756. 95791-01 Princeton Community Hospital

How to fill out great west beneficiary designation

How to fill out Great West beneficiary designation:

1. Start by obtaining the necessary forms from Great West or their website. These forms are usually titled "Beneficiary Designation" or "Change of Beneficiary."
2. Fill in your personal information accurately, including your full legal name, residential address, and social security number.
3. Identify the policy or account for which you are designating a beneficiary. Provide the policy or account number and any additional details requested on the form.
4. Clearly state the full legal name of each beneficiary you wish to designate. Include their relationship to you, such as spouse, child, or sibling.
5. Specify the percentage or amount of the policy or account that each beneficiary should receive upon your death. Make sure the total adds up to 100% or is specifically assigned for each beneficiary.
6. If you want to include contingent beneficiaries, indicate their names and the percentage or amount they should receive if the primary beneficiary predeceases you.
7. Carefully review your completed beneficiary designation form for accuracy and completeness. Make sure all information is legible and there are no spelling errors.
8. Sign and date the beneficiary designation form. Some forms may also require a witness or notary signature.
9. Submit the completed form to Great West as instructed on the form. Keep a copy for your records.

Who needs Great West beneficiary designation:

1. Anyone who has a policy, account, or investment with Great West and wants to ensure that their assets are distributed according to their wishes after their death.
2. Individuals who have experienced changes in their family structure, such as getting married, having children, or getting divorced, and need to update their beneficiary designations.
3. Those who want to avoid potential conflicts or disputes among family members by clearly specifying their beneficiaries.
4. People who desire to support specific individuals or organizations after their passing, such as leaving a legacy or making charitable contributions.
5. In some cases, individuals may be required to designate beneficiaries by court order or as part of an estate planning process.

For pdfFiller’s FAQs

What is great west beneficiary designation?

Great West beneficiary designation is a form that allows the policyholder to designate one or more individuals or entities as beneficiaries to receive the benefits of the policy upon the policyholder's death.

Who is required to file great west beneficiary designation?

The policyholder or owner of the insurance policy is required to file the Great West beneficiary designation form.

How to fill out great west beneficiary designation?

To fill out the Great West beneficiary designation form, the policyholder must provide their personal information, as well as the personal information of the designated beneficiary or beneficiaries. They must also specify the percentage of the benefit each beneficiary will receive.

What is the purpose of great west beneficiary designation?

The purpose of the Great West beneficiary designation is to ensure that the policyholder's desired individuals or entities receive the benefits of the policy in the event of the policyholder's death.

What information must be reported on great west beneficiary designation?

The Great West beneficiary designation form must include the policyholder's personal information, the beneficiaries' personal information, and the percentage of the benefit each beneficiary will receive.

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