Beneficiary Designation Form Template. Web a beneficiary designation form is an insurance document that is used by individuals to name beneficiaries of their life insurance plan, retirement plan, or health savings account. Web be sure to name in this form all persons you wish to designate as beneficiaries of any unpaid compensation payable at your death.
Sample Beneficiary Designation Letter
Web be sure to name in this form all persons you wish to designate as beneficiaries of any unpaid compensation payable at your death. Sf 2823 (pdf file) paper copies: Web please mail or fax completed forms to: Examples of designations how to designate one beneficiary do not write names as m.e. If you want to designate your estate as beneficiary, enter “my estate” in the. This can be an important document to have in order to ensure that your wishes are followed. Web home printable pdf forms beneficiary designation form a beneficiary designation form is a document that allows you to specify who will receive your assets after your death. Web instructions (pdf file) inter vivos format (pdf file) testamentary format (pdf file) electronic copies: Web designated beneficiary plan agreement page 3 of 11 3. Standard form 2823, designation of beneficiary (4/01) where do i send my fegli designation of beneficiary form?
Sf 2823 (pdf file) paper copies: Instructions and important information in the event of my death, pay the full value of my account (in equal proportions, in the case of multiple beneficiaries, unless i indicate otherwise) to the primary beneficiary(ies) as designated in the beneficiary designation section below. With this form, individuals can fill out their primary and contingent beneficiaries, social security number, percentage allocated to each beneficiary and so on. Member services 15 w scenic pointe dr, ste 100 draper, ut 84020 fax: Web this form may be used to designate one or more beneficiaries for an ira or a 403(b)(7) account. 801.727.1005 complete this information online under “my profile” in your member portal. Fill in the insured’s name of employer, group policy number (found on your certificate) and social security number at the top of the form. This can be an important document to have in order to ensure that your wishes are followed. Sf 2823 (pdf file) paper copies: There are many insurance policies and retirement plans that help you choose the beneficiaries who will be able to get the benefits of. Request a paper copy of this form from your servicing human resources office.
