Get the free Form 598 Beneficiary Designation - Canada Life US

Mail to: Great-West Life & Annuity Insurance Company Attn: Executive Benefits Service Center 8515 E Orchard Road 9T2 Greenwood Village, CO 80111 888.353.COLD (2654) E-mail: gwexecbenefits greatwest.com

How to fill out form 598 beneficiary designation

How to fill out form 598 beneficiary designation:

1. Begin by entering your personal information in the designated fields, such as your name, address, and contact details.
2. Next, indicate your relationship to the account or policyholder for whom you are designating a beneficiary.
3. Provide the necessary information about the beneficiary, including their name, contact details, and relationship to the account or policyholder.
4. Specify the percentage or amount of the benefits you wish to allocate to the beneficiary.
5. If you want to designate multiple beneficiaries, repeat steps 3 and 4 for each additional beneficiary.
6. Review the form to ensure all the information is accurate and complete.
7. Sign and date the form to certify its authenticity.
8. Submit the form to the relevant institution or organization according to their instructions.

Who needs form 598 beneficiary designation:

1. Individuals who have an account or policy that allows them to designate a beneficiary may need to fill out form 598.
2. This form is typically required by financial institutions, insurance companies, or other entities that provide benefits or assets to be distributed upon the account or policyholder's death.
3. Whether it is a retirement account, life insurance policy, or other types of financial accounts, if there is a provision to designate a beneficiary, form 598 may be necessary to ensure the proper allocation of benefits.

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What is form 598 beneficiary designation?

Form 598 beneficiary designation is a document used to designate beneficiaries for certain assets or accounts in the event of the account owner's death.

Who is required to file form 598 beneficiary designation?

Individuals who hold certain assets or accounts that allow for beneficiary designations are required to file form 598 beneficiary designation.

How to fill out form 598 beneficiary designation?

To fill out form 598 beneficiary designation, you need to provide your personal information, such as your name, address, and Social Security number, as well as the information of your chosen beneficiaries.

What is the purpose of form 598 beneficiary designation?

The purpose of form 598 beneficiary designation is to ensure that your assets or accounts are distributed according to your wishes upon your death.

What information must be reported on form 598 beneficiary designation?

On form 598 beneficiary designation, you must report your personal information, such as your name, address, and Social Security number, as well as the information of your chosen beneficiaries.