Get the free Beneficiary Designation Form 1B Revised 12/1/2013 Please print or type in black ink

Beneficiary Designation Form 1B Revised 12/1/2013 Please print or type in black ink. Completed form should be mailed or faxed to PEERS. See bottom of form for contact information. Member/Retiree Information

How to fill out beneficiary designation form 1b

How to fill out beneficiary designation form 1b:

1. Begin by reviewing the form to understand its purpose and requirements.
2. Fill in your personal information, including your full name, address, and contact details.
3. Provide the necessary information about the account or policy for which you are designating beneficiaries.
4. Clearly identify each beneficiary by their full name, relationship to you, and their contact information.
5. Indicate the percentage or specific amount of the benefit each beneficiary should receive.
6. If there are any contingent beneficiaries, specify their information and the order in which they should receive the benefit if the primary beneficiaries are unable to.
7. Review the completed form for accuracy and ensure all required fields are filled.
8. Sign and date the form, indicating your understanding and agreement with the beneficiary designations made.
9. Keep a copy of the filled-out form for your records and submit the original to the appropriate institution or organization.

Who needs beneficiary designation form 1b:

1. Individuals who have certain accounts, policies, or financial instruments that require beneficiary designations may need to fill out beneficiary designation form 1b.
2. This form is commonly used in the context of insurance policies, retirement accounts, and investment accounts where the account holder can designate who should receive the benefits upon their death.
3. If you have such accounts or policies and want to ensure that your assets are distributed according to your wishes, you may need to complete beneficiary designation form 1b to specify the beneficiaries and their respective shares.

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What is beneficiary designation form 1b?

Beneficiary designation form 1b is a document used to designate who will receive certain assets or benefits upon the death of the account holder or policyholder.

Who is required to file beneficiary designation form 1b?

Beneficiary designation form 1b must be filed by individuals who hold accounts or policies that require beneficiary information to be provided.

How to fill out beneficiary designation form 1b?

Beneficiary designation form 1b can typically be filled out by providing the required information such as the beneficiary's name, relationship to the account holder, and percentage of assets to be received.

What is the purpose of beneficiary designation form 1b?

The purpose of beneficiary designation form 1b is to ensure that assets are distributed according to the account holder's wishes upon their death.

What information must be reported on beneficiary designation form 1b?

Information such as the beneficiary's full name, date of birth, social security number, relationship to the account holder, and percentage of assets to be received must be reported on beneficiary designation form 1b.