Beneficiary Designation form - sdcera 2026

1. Click ‘Get Form’ to open the Beneficiary Designation form in the editor.
2. Begin with Section 1, where you will enter your member information. Fill in your first name, middle initial, last name, social security number, address, birthdate, city, state, ZIP code, mobile phone number, and personal email. Select your member status by checking the appropriate box.
3. Move to Section 2 to designate your beneficiaries. For each beneficiary, indicate whether they are primary or contingent and assign a percentage that totals 100% for primary beneficiaries and separately for contingent beneficiaries. Include their full name, social security number, address, birthdate, city, state, ZIP code, mobile phone number, personal email, and relationship to you.
4. If applicable, complete Section 3 for trust information by providing the official name of the trust and tax identification number. Include contact details for the successor trustee.
5. In Section 4 (for retired members), specify any additional beneficiaries for a lump-sum death benefit if desired.
6. Finally, sign in Section 5 to certify that all information is correct. Ensure your spouse or registered domestic partner signs as required.

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