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Click ‘Get Form’ to open the IBM Beneficiary Form in the editor.
Begin by entering your Employee Serial Number, Last Name, First Name, Middle Initial, Date of Employment, Division, and Location in the designated fields.
Select your Beneficiary Designation option from options 1 to 5. Ensure you check only one box and provide all required information for that option.
If designating multiple primary beneficiaries under option 1, list their full names, Social Security numbers, relationships to you, and addresses. Remember to indicate the percentage each will receive, totaling 100%.
For options involving a spouse or estate as beneficiaries (options 2-5), fill in the necessary details as instructed on the form.
Sign and date the form in the provided spaces. Make a copy for your records before submitting it.
Return the original form using the enclosed envelope or mail it directly to the IBM Employee Services Center address provided.
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Banks and other financial institutions use Form 1099-DIV to report your dividends and distributions from investments like stocks or mutual funds.
What is a beneficiary form?
A copy of the report, Form 1099-DIV, will be mailed to registered stockholders in December of each year. If you receive dividend checks, the Form 1099-DIV will be attached to your December dividend check.
How do I get a copy of my 1099-div online?
If you have an online account with your financial institution, you can probably sign in to your account and download your Form 1099-DIV. Do you have a year-end statement or other documents that show the amount of dividend income you had for the year?
How do I access my IBM stock?
Statements and additional information for your registered stockholder account is available on-line through Computershare. Go to .computershare.com/ibm (link resides outside IBM). Depending on your holdings please log on to either Investor Center or the Employee Plan website.
What is the full form of IBM?
When sending IBM stock certificates to Computershare, you should send them unendorsed (with a brief letter of instruction) via registered or certified mail, with return receipt requested, or some other form of traceable mail, and properly insured.
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Youll typically get a 1099-DIV each year you receive a dividend distribution or capital gains distribution, or if you paid foreign taxes on your taxable investments. But if the amount is less than $10 for the year, no 1099-DIV is sent.
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Beneficiary Designation Form
Use this form to designate or make changes to the beneficiary(ies) of your Group Insurance death proceeds. The information on this form will replace any prior
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