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StanfordFWERAl CREDIT UNION 00 MORE. 8ANK USS, c DESIGNATION OF BENEFICIARY (SHARES)Member Name: ___Member Number: ___In the event of my death, I, the undersigned, a member of Stanford Federal Credit

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How to fill out non-member beneficiary designation form

01

Obtain a non-member beneficiary designation form from the institution or company where the account or policy is held.

02

Fill in your personal information including your full name, address, date of birth, and social security number.

03

Identify the account or policy for which you are designating a beneficiary.

04

Provide the full name, address, date of birth, and social security number of the beneficiary.

05

Specify the percentage or amount that the beneficiary will receive.

06

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

07

Submit the completed form to the institution or company as instructed.

Who needs non-member beneficiary designation form?

01

Individuals who have accounts or policies with designated beneficiaries that are not members of the institution or company.

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What is non-member beneficiary designation form?

Non-member beneficiary designation form is a document that allows someone who is not a member of a particular group or organization to be named as a beneficiary.

Who is required to file non-member beneficiary designation form?

Anyone who wants to designate a non-member as a beneficiary in case of their death or incapacity is required to file the non-member beneficiary designation form.

How to fill out non-member beneficiary designation form?

The form typically requires basic information about the person filling it out, details about the designated beneficiary, and signatures from both parties.

What is the purpose of non-member beneficiary designation form?

The purpose of the form is to ensure that if something happens to the member, their assets are distributed according to their wishes to a non-member beneficiary.

What information must be reported on non-member beneficiary designation form?

The form usually requires information such as names, addresses, relationship to the member, and details about the assets or benefits being designated.

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