Get the free Beneficiary designation and authorization form (Supplemental Arrangement)

Beneficiary designation and authorization form (Supplemental Arrangement) Return completed form to: Sun Life Financial, Group Retirement Services PO Box 11001 STN CV, Montreal QC H3C 3P3 Not : La

How to fill out beneficiary designation and authorization

How to fill out beneficiary designation and authorization

1. Obtain the beneficiary designation and authorization form from the appropriate institution or entity.
2. Read the instructions provided with the form and understand the requirements.
3. Fill out the personal details section accurately, including your full name, date of birth, and contact information.
4. Identify the specific assets or accounts for which you need to designate a beneficiary.
5. Provide the full name, relationship, and contact information of the designated beneficiary.
6. Indicate the percentage of the assets or accounts that should be allocated to each beneficiary.
7. Consider any contingent beneficiaries in case the primary beneficiary predeceases you.
8. Review the completed form for accuracy and completeness.
9. Sign and date the form in the designated areas.
10. Submit the form following the instructions provided by the institution or entity.

Who needs beneficiary designation and authorization?

1. Beneficiary designation and authorization is needed by individuals who wish to designate specific beneficiaries to receive their assets or accounts upon their death.
2. It is commonly used in financial institutions, insurance companies, retirement plans, and other similar entities that require clarity on who would be entitled to the assets or benefits in the event of the benefactor's death.

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What is beneficiary designation and authorization?

Beneficiary designation and authorization is a legal document that allows an individual to specify who will receive their assets upon their death.

Who is required to file beneficiary designation and authorization?

Anyone who wishes to designate beneficiaries for their assets, such as retirement accounts or life insurance policies, is required to file beneficiary designation and authorization.

How to fill out beneficiary designation and authorization?

To fill out beneficiary designation and authorization, an individual must provide the necessary details of the beneficiaries they wish to designate and sign the document in the presence of a notary or witnesses.

What is the purpose of beneficiary designation and authorization?

The purpose of beneficiary designation and authorization is to ensure that an individual's assets are distributed according to their wishes upon their death, without the need for probate.

What information must be reported on beneficiary designation and authorization?

The beneficiary designation and authorization form typically requires the individual to provide the full legal name, date of birth, and relationship to the beneficiary for each designated individual.