Paychex beneficiary designation form 2026

1. Click ‘Get Form’ to open the paychex beneficiary designation form in the editor.
2. Begin by filling out your employee information, including your name, social security number, and address. Ensure all details are accurate for proper processing.
3. Indicate your marital status by checking the appropriate box. If married, remember that you may only designate your spouse as the primary beneficiary unless a spousal waiver is signed.
4. In the Primary Beneficiary section, list the names of individuals you wish to designate. Specify their relationship to you and the percentage of benefits they will receive.
5. If applicable, complete the Secondary Beneficiary section in a similar manner, ensuring that all fields are filled out correctly.
6. If you are married and wish to designate someone other than your spouse as a primary beneficiary, ensure that both you and your spouse complete the Spousal Waiver section and have it notarized.
7. Finally, sign and date the authorization section before returning the completed form to your employer.

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