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IMPORTANT INFORMATION ABOUT BENEFICIARY DESIGNATIONS Use this form to designate or make changes to the beneficiary×IES) of your Group Insurance death proceeds. The information on this form will replace
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It is a form used to report information about beneficiaries of a trust or estate.
The trustee or executor of a trust or estate is required to file the form.
The form must be filled out with information about each beneficiary, including their name, address, and tax identification number.
The purpose of the form is to provide the IRS with information about the beneficiaries of a trust or estate for tax purposes.
Information such as the beneficiary's name, address, relationship to the trust or estate, and any income they received from the trust or estate.
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