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How to use or fill out Benefit Service Center - Home with our platform
- Click ‘Get Form’ to open the Benefit Service Center - Home in the editor.
- Begin by clearly printing or typing your information in the designated fields, including your name, address, and policy number.
- For the Primary Beneficiary section, list the full names of individuals or entities you wish to designate. Ensure that the total shares equal 100%.
- In the Contingent Beneficiary section, provide details for alternate beneficiaries who will receive benefits if all primary beneficiaries are unavailable. Again, ensure total shares equal 100%.
- If applicable, include information for any trusts or charities as beneficiaries, ensuring you provide necessary identifiers like tax ID numbers.
- Sign and date the completed form at the bottom. If you're in a community property state and naming someone other than your spouse as a beneficiary, ensure your spouse signs to waive their rights.
- Return the signed form to your employer as instructed to finalize your beneficiary designations.
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