Account Number (Preferred) 2026

1. Click ‘Get Form’ to open the Account Number (Preferred) document in the editor.
2. Begin by entering your personal data. Fill in your name, home address, date of birth, city, state, zip code, and home telephone number in the designated fields.
3. Locate the 'Account Number (Preferred)' section. Here, you can enter your preferred account number or the last four digits of your Social Security Number as required.
4. Proceed to the Beneficiary Information section. Clearly list each primary beneficiary's name, relationship to you, date of birth, and their percentage share of benefits. Ensure that these percentages total 100%.
5. If applicable, repeat step 4 for contingent beneficiaries. Remember that they must also total 100%.
6. Finally, sign and date the form at the bottom to validate your designations before submitting it via fax or mail as instructed.

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