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BENEFICIARY DESIGNATION FORM INSTRUCTIONS Purpose: Employees should use this form to designate or make changes to the beneficiaries of their Group Insurance death proceeds. Effect of Completed Beneficiary
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How to fill out designating a beneficiary
How to fill out designating a beneficiary
01
Obtain the necessary forms from your insurance company, employer, or financial institution.
02
Fill out the beneficiary designation form completely, including the full name, date of birth, relationship to you, and percentage of the benefit they should receive.
03
Review the form for accuracy and make any necessary corrections before submitting it.
04
Submit the completed form to the appropriate party, such as your HR department or insurance company.
Who needs designating a beneficiary?
01
Anyone with life insurance, retirement accounts, or investment accounts should consider designating a beneficiary.
02
It is especially important for individuals with dependents who rely on them financially to ensure their loved ones are taken care of in the event of their death.
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What is designating a beneficiary?
Designating a beneficiary is naming an individual or entity to receive certain assets or benefits upon the holder's death.
Who is required to file designating a beneficiary?
Anyone who holds assets or benefits that can be passed onto a beneficiary upon their death is required to file designating a beneficiary.
How to fill out designating a beneficiary?
To fill out designating a beneficiary, you need to provide the name, contact information, and relationship to the beneficiary.
What is the purpose of designating a beneficiary?
The purpose of designating a beneficiary is to ensure that specific assets or benefits are transferred to the intended individual or entity upon the holder's death.
What information must be reported on designating a beneficiary?
The information required to be reported on designating a beneficiary includes the beneficiary's full name, contact information, and relationship to the holder.
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