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See more OSEEGIB Beneficiary Form versions

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Versions	Form popularity	Fillable & printable
OK Beneficiary Designation Form 2012	3.9 Satisfied (29 Votes)
OK Beneficiary Designation Form 2009	4.4 Satisfied (546 Votes)

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What is a beneficiary form for?

The beneficiary designation forms allow you to name primary and secondary beneficiaries. Your \u201cprimary beneficiaries\u201d are the first people or entities that you want to receive your benefit after you die.

What do you need to put someone as your beneficiary?

Most beneficiary designations will require you to provide a person's full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.

How do you fill out a beneficiary form?

Name only living persons as beneficiaries, unless you are naming a trust, your estate or an organization. Do not name the same person or organization as both a primary and secondary beneficiary. Do not use the word \u201cor\u201d when designating multiple beneficiaries. Do not impose any conditions on payment.

What are the 3 types of beneficiaries?

There are different types of beneficiaries; Irrevocable, Revocable and Contingent.

How do you write a beneficiary signature?

I designate the person or persons named below as my primary beneficiary or beneficiaries (and contingent beneficiary or beneficiaries) to receive any death benefit under the above Plan, and I direct that such amount be divided among such persons in accordance with the percentage(s) shown below.

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