Create your Beneficiary Designation Form from scratch

Step 1: Access DocHub to build your Beneficiary Designation Form.

Start by accessing your DocHub account. Explore the pro DocHub functionality free for 30 days.

Step 2: Go to the dashboard.

Once logged in, head to the DocHub dashboard. This is where you'll create your forms and manage your document workflow.

Step 3: Design the Beneficiary Designation Form.

Click on New Document and choose Create Blank Document to be taken to the form builder.

Step 4: Design the form layout.

Use the DocHub features to insert and arrange form fields like text areas, signature boxes, images, and others to your document.

Step 5: Add text and titles.

Include necessary text, such as questions or instructions, using the text tool to lead the users in your document.

Step 6: Configure field settings.

Adjust the properties of each field, such as making them required or arranging them according to the data you plan to collect. Assign recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Beneficiary Designation Form, make a final review of your document. Then, save the form within DocHub, transfer it to your preferred location, or distribute it via a link or email.