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- Click ‘Get Form’ to open the NORTHERN CALIFORNIA GLAZIERS TRUST FUND form in the editor.
- Begin by filling in your last name, first name, and middle name in full. Ensure accuracy as this information is crucial for identification.
- Enter your street address, city, state, and zip code. This helps in verifying your residency.
- Provide your Social Security number and date of birth. This information is necessary for beneficiary designation.
- Indicate your current marital status by checking the appropriate box. If married, include your spouse’s name and Social Security number.
- Designate primary and contingent beneficiaries by filling out their full names, Social Security numbers, dates of birth, relationships to you, and percentage of distribution.
- If applicable, complete the spousal consent section if you are naming a beneficiary other than your spouse.
- Review all entries for accuracy before signing and dating the form at the bottom. Ensure that you return it to the Trust Fund Office.
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