Get the free Beneficiary Designation Form

Use this Beneficiary Designation Form to designate beneficiaries at application or change them later for MassMutual certificates.

How to fill out beneficiary designation form

How to fill out beneficiary designation form

1. Obtain the beneficiary designation form from your employer or plan administrator.
2. Fill in your personal information, including your full name, address, and Social Security number.
3. Specify the percentage of the benefit each beneficiary will receive.
4. Provide the full name, relationship, and contact information for each beneficiary.
5. Sign and date the form in the presence of a witness, if required.
6. Submit the completed form to your employer or plan administrator for processing.

Who needs beneficiary designation form?

1. Anyone who has a retirement account, life insurance policy, or other investment accounts that allow for named beneficiaries may need to fill out a beneficiary designation form.
2. This form ensures that your assets are distributed according to your wishes in the event of your death.

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What is beneficiary designation form?

A beneficiary designation form is a legal document that allows an individual to specify who will receive their assets, such as life insurance proceeds, retirement accounts, or other financial benefits, upon their death.

Who is required to file beneficiary designation form?

Individuals who have certain types of accounts or policies, such as life insurance, retirement plans, or bank accounts with a payable-on-death feature, are required to file a beneficiary designation form.

How to fill out beneficiary designation form?

To fill out a beneficiary designation form, an individual should provide their personal information, including full name and contact details, specify the beneficiaries' names and relationships, and indicate the percentage or amount each beneficiary will receive.

What is the purpose of beneficiary designation form?

The purpose of a beneficiary designation form is to ensure that assets are passed on to the designated individuals in a clear and legal manner, bypassing the probate process and ensuring that the decedent's wishes are honored.

What information must be reported on beneficiary designation form?

The information typically required on a beneficiary designation form includes the account holder's information, beneficiary names, their relationship to the account holder, and the percentage of the asset each beneficiary will receive.