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BENEFICIARY STATEMENT TO:OCEAN SHORES OUTDOOR RECREATION CLUB PO BOX 1741 OCEAN SHORES, WA 98569FROM: ___ MEMBER OF RECORD (please print)IN THE EVENT OF MY DEATH, I/WE ___ HEREBY REQUEST THAT MY/OUR
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How to fill out beneficiary statement
How to fill out beneficiary statement
01
Gather necessary information such as full legal name of beneficiary, relationship to the account holder, date of birth, contact information, and social security number.
02
Complete the beneficiary designation form provided by the financial institution or insurance company.
03
Ensure the form is signed and dated by the account holder.
04
Review the form for accuracy and make any necessary corrections before submitting it to the institution.
Who needs beneficiary statement?
01
Beneficiary statements are typically needed by individuals who have accounts or policies with a financial institution or insurance company and wish to designate a specific individual or entity to receive the funds upon their death.
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What is beneficiary statement?
A beneficiary statement is a document that lists the individuals or entities who are entitled to receive assets from an estate or trust after the death of the owner.
Who is required to file beneficiary statement?
The executor of an estate or trustee of a trust is required to file a beneficiary statement.
How to fill out beneficiary statement?
To fill out a beneficiary statement, the executor or trustee must list the names and contact information of all beneficiaries, as well as the assets they are entitled to receive.
What is the purpose of beneficiary statement?
The purpose of a beneficiary statement is to ensure that the assets of an estate or trust are distributed according to the wishes of the deceased owner.
What information must be reported on beneficiary statement?
The beneficiary statement must report the names, contact information, and entitlements of all beneficiaries, as well as details of the assets being distributed.
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