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Cover dell ESACOVERDELLESAWITHDRAWAL Authorizations form is to be completed by the Cover dell ESA responsible individual or death beneficiary. Refer to page 2 for reporting information. PART 1. DESIGNATED

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How to fill out part 1 designated beneficiary

01

To fill out Part 1 designated beneficiary, follow these steps:

02

Start by providing your full name, social security number, and date of birth.

03

Indicate your relationship to the deceased participant or annuitant.

04

If you are a surviving spouse, provide your full name, social security number, and date of birth.

05

If you are not a surviving spouse, mention the name, social security number, and date of birth of the primary beneficiary.

06

If you are designating more than one beneficiary, fill out separate forms for each additional beneficiary.

07

Review the completed form for accuracy and ensure all required information is provided.

08

Sign and date the form before submitting it to the designated authority.

Who needs part 1 designated beneficiary?

01

Anyone who is the designated beneficiary of a deceased participant or annuitant needs to fill out Part 1 designated beneficiary form.

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What is part 1 designated beneficiary?

Part 1 designated beneficiary is the section of a form or document that identifies the individual or entity who is the primary recipient of certain benefits or rights.

Who is required to file part 1 designated beneficiary?

The person or entity responsible for completing the form or document is required to fill out the part 1 designated beneficiary section.

How to fill out part 1 designated beneficiary?

Part 1 designated beneficiary should be filled out by providing the necessary information about the primary recipient of benefits or rights.

What is the purpose of part 1 designated beneficiary?

The purpose of part 1 designated beneficiary is to clearly identify the individual or entity who is entitled to receive specific benefits or rights.

What information must be reported on part 1 designated beneficiary?

Information such as name, address, contact details, and relation to the account holder may need to be reported on part 1 designated beneficiary.

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