401k beneficiary form template 2026

1. Click ‘Get Form’ to open the 401k beneficiary form template in our editor.
2. Begin by entering your name and Social Security Number in the designated fields. Ensure accuracy as this information is crucial for identification.
3. Indicate your marital status by selecting either 'Single' or 'Married'. If married, provide your spouse's name, date of birth, and Social Security Number.
4. In the Designation section, understand that if your spouse is not listed as your sole Primary Beneficiary, their consent is required. Fill in the Primary Beneficiary's name and relationship, along with the percentage of benefits they will receive.
5. Next, complete the Contingent Beneficiary section similarly by providing their details and percentage allocation.
6. Review the General Provisions carefully to understand how benefits will be distributed upon your death. This ensures clarity on your intentions.
7. Finally, sign and date the form at the bottom. If applicable, ensure your spouse also signs to consent to any designations made.

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