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3130BENEFICIARY DESIGNATION SURVIVOR ASSISTANCE Page 1 of 2Instructions: 1. This form cannot be submitted online. 2. Either complete online and print or print and complete by hand print clearly using
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How to fill out 6 beneficiary designation survivor

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How to fill out 6 beneficiary designation survivor

01
Obtain and fill out the beneficiary designation form.
02
Write the name of the primary beneficiary in the designated field.
03
Specify the relationship of the primary beneficiary to the account holder.
04
Provide the percentage or fraction of the account or assets that the primary beneficiary will receive.
05
Repeat steps 2-4 for the remaining five beneficiaries.
06
Sign and date the form.
07
Submit the completed form to the appropriate institution or organization.

Who needs 6 beneficiary designation survivor?

01
Anyone who wishes to designate multiple beneficiaries to an account or assets in the event of their death.
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6 beneficiary designation survivor is a form used to designate who will receive the benefits of a retirement account or life insurance policy if the primary beneficiary dies before the account holder.
The account holder or policy owner is required to file 6 beneficiary designation survivor to ensure that their benefits are distributed according to their wishes.
To fill out 6 beneficiary designation survivor, the account holder must provide the names and contact information of the primary and contingent beneficiaries, as well as the percentage of the benefits each will receive.
The purpose of 6 beneficiary designation survivor is to ensure that the benefits of a retirement account or life insurance policy are distributed according to the account holder's wishes and to avoid any disputes among potential beneficiaries.
6 beneficiary designation survivor must include the names and contact information of the primary and contingent beneficiaries, as well as the percentage of benefits each will receive.
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