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How to use or fill out wi beneficiary with our platform
- Click ‘Get Form’ to open the wi beneficiary document in the editor.
- Begin by entering your personal information at the top of the form. This includes your name, Social Security number, birth date, and contact details. Ensure all information is typed or printed clearly.
- Designate your primary beneficiaries by filling in their names, Social Security numbers, birth dates, and addresses. Remember that benefits will be paid in equal shares unless specified otherwise.
- If applicable, list secondary beneficiaries using the same format as for primary beneficiaries. This section is crucial if all primary beneficiaries pass before you.
- Complete the tertiary beneficiaries section similarly, ensuring clarity and accuracy to avoid rejection of your designation.
- Finally, sign and date the form at the bottom. Unsigned forms will be returned, so double-check this step before submission.
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