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How to use or fill out schoolsfirst beneficiary with our platform
- Click ‘Get Form’ to open the schoolsfirst beneficiary form in the editor.
- Begin by filling out the Participant Information section. Enter your first name, last name, and Social Security Number, which is required. Complete your street address, city, state, school district, date of birth, zip code, phone number, and email address.
- In the Beneficiary Designation Information section, mark all applicable plans such as 403(b), Roth 403(b), 401(a), and 457(b). Specify if you are married or not and designate beneficiaries accordingly. Ensure that the total percentage for primary and contingent beneficiaries equals 100%.
- If you are married and choose Option 3 for designating beneficiaries other than your spouse, complete the Spousal Consent section by having your spouse sign and date it.
- Finally, sign the form in the Signatures section to authorize any changes made. Review all information for accuracy before submitting.
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