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TRPBeneDesignation.wbi.doc

TRPBeneDesignation.wbi.doc 2026

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The document is a Designation/Change of Beneficiary form for a qualified plan, allowing participants to designate primary and secondary beneficiaries for their account. It includes sections for participant information, current marital status, beneficiary designation, spousal consent if applicable, and acknowledgments from both the participant and plan administrator. The form emphasizes the importance of ensuring that share percentages equal 100% for both primary and secondary beneficiaries.

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Click ‘Get Form’ to open the TRPBeneDesignation.wbi.doc in the editor.
Begin by filling in the 'Name of Plan' and 'Plan ID #' at the top of the form. Ensure that all information is accurate for proper processing.
Next, enter your personal details including 'Name of Participant', 'SSN #', and 'Address'. This section is crucial for identifying you as the participant.
Indicate your current marital status by selecting either 'I Am Not Married' or 'I Am Married'. If married, be aware that your spouse will automatically be your primary beneficiary unless you designate otherwise.
In the 'Designation of Beneficiary(ies)' section, list each beneficiary's name, SSN, address, and date of birth. Be sure to check whether they are a primary or secondary beneficiary and allocate share percentages accordingly. Remember that total shares must equal 100% for both primary and secondary beneficiaries.
If you have named any non-spouse beneficiaries as primary, ensure that your spouse completes the spousal consent section. This includes their signature and date.
Finally, sign and date the participant acknowledgment section to confirm your designations. The plan administrator will also need to acknowledge receipt by signing at the bottom.

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