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Beneficiary and/or Contingent/Successor Owner or Surrogate Policyholder Designation Please print clearly Throughout this form, Empire Life means The Empire Life Insurance Company and Owner will mean

How to fill out beneficiary andor contingentsuccessor owner

How to fill out beneficiary and/or contingent/successor owner:

Begin by gathering the necessary information:

1. You will need the full name, date of birth, and social security number of the primary beneficiary.
2. If you want to designate a contingent or successor owner, you will need their contact information as well.
3. It is important to double-check the accuracy of the information provided.

Determine the type of beneficiary designation form:

1. Each financial institution or insurance company may have its own specific form for designating beneficiaries.
2. Obtain the appropriate form from the institution involved, either online or by contacting them directly.

Clearly indicate the primary beneficiary:

1. On the form, clearly write the full name and relationship of the primary beneficiary.
2. Include their social security number and date of birth for identification purposes.

Specify contingent or successor owners:

1. If you want to designate a contingent beneficiary, write their full name and relationship on the form.
2. In the case of a successor owner, indicate their contact information and relationship to the primary beneficiary.

Provide any additional requested information:

1. Some forms may require additional details, such as the percentage of assets to be allocated to each beneficiary.
2. Fill out these sections accurately and carefully, adhering to the instructions provided.

Review and sign the form:

1. Before submitting the form, review all the information entered to ensure accuracy.
2. Sign the form and date it according to the instructions provided.

Submit the form:

1. Follow the instructions given by the institution on how to submit the beneficiary designation form.
2. This may involve mailing it or submitting it online through their designated platform.
3. Keep a copy of the completed form for your records.

Who needs beneficiary and/or contingent/successor owner?

1. Anyone who wants to ensure that their assets or insurance benefits are distributed according to their wishes after their passing may need to designate beneficiaries.
2. A contingent owner is important to have in case the primary beneficiary predeceases the account owner or policyholder.
3. A successor owner is typically designated for specific types of accounts, such as retirement accounts or annuities, to ensure a smooth transfer of ownership in the event of the account owner's death.

For pdfFiller’s FAQs

What is beneficiary and/or contingent successor owner?

Beneficiary and/or contingent successor owner refers to an individual or entity who may receive the assets or benefits of a particular account or policy in the event of the original owner's death.

Who is required to file beneficiary and/or contingent successor owner?

The original account or policy owner is required to file beneficiary and/or contingent successor owner information with the financial institution or insurance company.

How to fill out beneficiary and/or contingent successor owner?

To fill out beneficiary and/or contingent successor owner information, the account or policy owner must provide the full name, contact information, and relationship to the owner for each beneficiary or contingent successor.

What is the purpose of beneficiary and/or contingent successor owner?

The purpose of beneficiary and/or contingent successor owner is to ensure that the assets or benefits of the account or policy are transferred to the intended recipient upon the owner's death.

What information must be reported on beneficiary and/or contingent successor owner?

The information that must be reported on beneficiary and/or contingent successor owner includes the full name, contact information, and relationship to the owner for each beneficiary or contingent successor.

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