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Beneficiary Designation Form for Retirees of City Colleges of Chicago Employee Information Personal Information Full Name: LastFirstM. I. Address: Street AddressApartment/Unit #Cathode Phone:State___Alternate

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How to fill out beneficiary designation form for

01

Obtain a beneficiary designation form from the company or institution managing your account or policy.

02

Fill in your personal information, such as your name, address, and date of birth.

03

Clearly identify the beneficiaries you wish to designate by providing their full names, dates of birth, and relationship to you.

04

Specify the percentage or amount of the benefits you wish each beneficiary to receive.

05

Sign and date the form in the presence of a witness, if required.

06

Return the completed form to the company or institution as directed.

Who needs beneficiary designation form for?

01

Anyone who has a retirement account, life insurance policy, or other financial assets that require beneficiary designation may need to fill out a beneficiary designation form.

02

It is important for individuals to designate beneficiaries to ensure that their assets are distributed according to their wishes in the event of their death.

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What is beneficiary designation form for?

The beneficiary designation form is used to specify who will receive certain assets or benefits upon the death of the account holder or policyholder.

Who is required to file beneficiary designation form for?

Any individual who has accounts or policies with designated beneficiaries should file a beneficiary designation form.

How to fill out beneficiary designation form for?

To fill out a beneficiary designation form, you will need to provide the name, relationship, percentage allocation, and contact information of each beneficiary.

What is the purpose of beneficiary designation form for?

The purpose of the beneficiary designation form is to ensure that assets or benefits are distributed according to the wishes of the account holder or policyholder.

What information must be reported on beneficiary designation form for?

The beneficiary designation form must include the name, relationship, percentage allocation, and contact information of each designated beneficiary.

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