Mercer beneficiary form 2026

1. Click ‘Get Form’ to open the Mercer Beneficiary Designation Form in our editor.
2. Begin by entering your name and Social Security Number (SSN) at the top of the form. Ensure that your daytime phone number and address are accurate, checking the box if you have a new address.
3. In the Primary Beneficiary section for Employee Coverage, list the names of your primary beneficiaries. For each, specify their share percentage, relationship to you, address, date of birth, SSN, and daytime phone number. Remember that total shares must equal 100%.
4. Repeat step 3 for Contingent Beneficiaries under Employee Coverage and then for both Primary and Contingent Beneficiaries under Spouse Coverage.
5. If applicable, ensure your spouse signs the form if you reside in a community property state. Finally, sign and date the form to validate your designations.

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