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Click ‘Get Form’ to open it in the editor.
Begin by filling out the Member Information section. Enter your name, address, social security number, gender, and date of birth accurately.
In the Primary Beneficiary section, designate individuals or entities. Specify the percentage of benefits each will receive, ensuring the total equals 100%.
For Secondary Beneficiaries, repeat the process as in step 3. You can choose to distribute benefits by percentage or order of preference.
If applicable, complete the Guardian Information section for any minor beneficiaries. Ensure you provide their names and addresses.
Finally, sign and date the Member Certification section to validate your form. Remember that all information must be accurate.
Start using our platform today for free to easily manage your beneficiary nominations!
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