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NECAIBEW Welfare Trust Fund 2120 Hubbard Avenue, Decatur, Illinois 625262871 Phone: (217) 8750254 Fax: (217) 8751487 Website: www.necaibew.orgBeneficiary Designation Form Participant Name (Last)(First)Date

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How to fill out beneficiary designation form-welfare trust

01

Obtain the beneficiary designation form for the welfare trust from the trustee or plan administrator.

02

Fill out your full legal name, address, and contact information in the designated sections.

03

Specify the percentage or dollar amount of the trust assets you wish to designate to each beneficiary.

04

Provide the full legal names, addresses, and relationship to you for each beneficiary listed.

05

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

06

Submit the completed form to the trustee or plan administrator as instructed.

Who needs beneficiary designation form-welfare trust?

01

Individuals who have established a welfare trust and wish to designate specific beneficiaries to receive trust assets upon their death.

02

Beneficiaries of the welfare trust who want to ensure they are properly designated and included in the distribution of trust assets.

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What is beneficiary designation form-welfare trust?

The beneficiary designation form-welfare trust is a document that allows the trustor to specify who will receive the benefits from the trust.

Who is required to file beneficiary designation form-welfare trust?

The trustee or the trustor is required to file the beneficiary designation form-welfare trust.

How to fill out beneficiary designation form-welfare trust?

The beneficiary designation form-welfare trust can be filled out by providing the necessary information about the beneficiaries and their respective shares of the trust.

What is the purpose of beneficiary designation form-welfare trust?

The purpose of the beneficiary designation form-welfare trust is to ensure that the assets of the trust are distributed according to the trustor's wishes.

What information must be reported on beneficiary designation form-welfare trust?

The beneficiary designation form-welfare trust must include the names of the beneficiaries, their relationship to the trustor, and the specific benefits they are entitled to receive.

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