Mutual of america beneficiary designation form 2025

1. Click ‘Get Form’ to open the mutual of america beneficiary designation form in our platform.
2. Begin by filling in your personal information, including your name, employer’s name, and customer identification number. Ensure accuracy as this information is crucial for processing.
3. Designate your beneficiaries by selecting whether they are primary or secondary. For each beneficiary, provide their full name, date of birth, relationship to you, and social security number if applicable.
4. If you have multiple beneficiaries, specify the percentage of benefits each will receive. Make sure these percentages total 100%.
5. Complete the spouse’s waiver section if necessary. This is required if you are married and designating someone other than your spouse as a primary beneficiary.
6. Finally, sign and date the form at the bottom. If this is a new enrollment, ensure that the signature is dated on or after the enrollment form date.

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