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KP ERS Use OnlySAVEKPERS7/99AD Rev. 10/22DESIGNATION OF BENEFICIARY FOR LIFE INSURANCE KANSAS BOARD OF REGENTS MEMBERS For security reasons, do not submit application by email. RESET PRINT Important

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How to fill out designation of beneficiary for

01

Obtain a designation of beneficiary form from your financial institution or employer.

02

Fill out your personal information including your name, contact information, and account details.

03

Clearly identify the beneficiary by providing their name, relationship to you, and their contact information.

04

Indicate the percentage of the account's funds you want to designate to the beneficiary.

05

Review the form for accuracy and completeness before signing and dating it.

06

Submit the completed form to your financial institution or employer for processing.

Who needs designation of beneficiary for?

01

Anyone who has a financial account or retirement plan may need to fill out a designation of beneficiary form to ensure their assets are distributed according to their wishes upon their death.

02

Those who want to specify who will inherit their assets and avoid potential conflicts among family members can benefit from filling out a designation of beneficiary form.

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What is designation of beneficiary for?

The designation of beneficiary is used to specify who will receive the benefits of a particular asset or account upon the death of the owner.

Who is required to file designation of beneficiary for?

Individuals who have assets or accounts that have the option to designate a beneficiary are required to file a designation of beneficiary form.

How to fill out designation of beneficiary for?

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

What is the purpose of designation of beneficiary for?

The purpose of the designation of beneficiary is to ensure that your assets or accounts are transferred to the desired recipient upon your death.

What information must be reported on designation of beneficiary for?

The designation of beneficiary form typically requires the name, relationship, and contact information of the beneficiary.

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