Get the free Beneficiary Designation Form

This form is used to designate primary and contingent beneficiaries for group life, accidental death and dismemberment, and critical illness insurance provided by Unum Life Insurance Company and its subsidiaries. It includes sections for employee information, primary beneficiaries, contingent beneficiaries, and important notes related to beneficiary designations.

How to fill out beneficiary designation form

How to fill out beneficiary designation form

1. Obtain the beneficiary designation form from your financial institution or insurance company.
2. Read the instructions carefully to understand the requirements.
3. Provide your personal information, including your name, address, and account number.
4. Identify the primary beneficiaries by including their names, relationship to you, and contact information.
5. Optionally, list contingent beneficiaries who will receive the benefits if the primary beneficiaries are not available.
6. Indicate the percentage or amount each beneficiary will receive, if applicable.
7. Review the completed form for accuracy and completeness.
8. Sign and date the form in the designated area.
9. Submit the form as instructed, ensuring it is sent to the correct address or department.

Who needs beneficiary designation form?

1. Individuals who have retirement accounts, life insurance policies, or other financial accounts.
2. People who want to designate how their assets will be distributed upon death.
3. Those who have dependents or specific wishes for asset distribution.

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What is beneficiary designation form?

A beneficiary designation form is a legal document that allows an individual to designate one or more beneficiaries to receive their assets, benefits, or property upon their death.

Who is required to file beneficiary designation form?

Typically, individuals with life insurance policies, retirement accounts, and certain financial accounts are required to file a beneficiary designation form.

How to fill out beneficiary designation form?

To fill out a beneficiary designation form, provide your personal information, specify the beneficiaries' names and relationships, indicate their share of the assets, and sign the document according to the institution's requirements.

What is the purpose of beneficiary designation form?

The purpose of the beneficiary designation form is to ensure that your assets are distributed according to your wishes after your death, bypassing the probate process.

What information must be reported on beneficiary designation form?

The information typically required includes the account holder's personal details, the beneficiaries' names, contact information, their relationship to the account holder, and the percentage or amount to be distributed to each beneficiary.