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Click ‘Get Form’ to open the sunwest beneficiary form in the editor.
Begin by filling in the Plan Information section, including the Plan ID and Plan Name. This ensures that your designation is correctly associated with your specific plan.
In the Participant Information section, enter your full name, address (street, city, state, zip), Social Security Number, and Date of Birth. Accurate information here is crucial for identification purposes.
Designate your Primary Beneficiary(ies) by providing their names, relationships to you, Social Security Numbers, and percentage shares. Ensure that the total percentage equals 100%.
If applicable, fill out the Contingent Beneficiary(ies) section similarly to ensure that alternate beneficiaries are designated.
Indicate your current marital status by checking the appropriate box. If married and designating someone other than your spouse as a primary beneficiary, ensure they sign the consent section.
Finally, sign and date the form at the bottom. If required, have it witnessed or notarized as per your plan's requirements before submitting it back to your employer.

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