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Ubs beneficiary 2026
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- Click ‘Get Form’ to open the UBS Beneficiary Designation Form in the editor.
- Begin by filling out the 'About You' section. Enter your name, Social Security Number, and location clearly.
- In the 'Your Beneficiary Designation' section, designate a primary beneficiary for the Basic Life Insurance Plan. If you wish to use the same beneficiary for other plans, check the box labeled 'Same as Basic Life Insurance Plan.'
- If you have multiple beneficiaries, leave the respective sections blank and attach a separate sheet detailing each beneficiary's name, address, Social Security Number, date of birth, relationship to you, and their designated percentage of benefits.
- Ensure you sign and date the form in the 'Your Authorization' section before submission.
- Return the completed form to UBS Benefits Department as instructed at the bottom of the document.
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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2001 | 4.8 Satisfied (63 Votes) |
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Beneficiary Information: #:. 1: 2: S: P: Y: ACCT. NAME #. NAME #. STREET ADDRES. CITY,ST,PROV,ZI. COUNTR. Beneficiary Bank Information: BANK NAME: : : : : :.Read more
primary beneficiary determination. This guidance of certain subsidiaries, UBS AG London Branch, UBS Financial Services Inc., and UBS Securities LLC.Read more
Feb 18, 2009 UBS AG, Switzerlands largest bank, has entered into a deferred prosecution agreement on charges of conspiring to defraud the United States by impeding theRead more