Box 4511-2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your Client Information. Fill in your First Name, Last Name, and the last four digits of your Social Security Number (SSN). Indicate your marital status by selecting 'Yes' or 'No'.
3. Next, move to the Primary Beneficiary section. Here, list the names, relationships, last four SSNs, and percentage allocations for each beneficiary. Ensure that the total percentage equals 100%.
4. Proceed to the Contingent Beneficiary section. Repeat the process of listing names and relationships as needed.
5. In the Client Signature area, sign and date the form to validate your request.
6. If applicable, complete the Spousal Consent section by having your spouse sign and date it. This is crucial if you reside in a Community Property State or if ERISA regulations apply.
7. Finally, submit your completed form via mail or fax as instructed at the end of the document.

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