Beneficiary Designation Form - ewsc k12 in 2025

1. Click ‘Get Form’ to open the Beneficiary Designation Form - ewsc k12 in the editor.
2. Begin by filling out the CLIENT INFORMATION section. Enter your name, SSN or Tax ID, and select your marital status. If applicable, check the box for 'Missing Spouse' and specify if you want to change beneficiary information on all accounts or specific ones.
3. In the BENEFICIARY DESIGNATION section, list each primary beneficiary's name, address, SSN, date of birth, relationship, and percentage of benefits. Ensure that total percentages equal 100%. If designating a minor as a beneficiary, complete Section 3.
4. If you have contingent beneficiaries, repeat the process in the CONTINGENT BENEFICIARIES section. Remember to check if additional beneficiaries are listed on a separate sheet.
5. For minors designated as beneficiaries, specify a custodian under your state’s Uniform Transfers to Minors Act in Section 3.
6. Complete the ERISA SPOUSAL CONSENT if necessary. Ensure your spouse signs and has their signature witnessed by a Plan Administrator or Notary Public.
7. Finally, sign and date the CLIENT APPROVAL section before submitting your completed form via fax or mail as instructed.

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