Virginia preference beneficiary retirement system 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the employee's name, address, date of birth, and Social Security number in the designated fields.
3. Select the appropriate box that describes your relationship to the insured. Provide your name, address, date of birth, Social Security number, and daytime telephone number.
4. Fill in the beneficiary's details including their name, date of birth, SSN/Tax ID, address, and daytime telephone number.
5. Sign and date the form where indicated. Ensure you complete the certification section accurately to avoid any issues with processing.
6. If opting for direct deposit, provide your bank details including account type, routing number, and account number. Attach a voided check or savings deposit slip as required.
7. Review all entered information for accuracy before submitting the form along with a certified copy of the death certificate.

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