Virginia retirement system preference beneficarys statement 2011 form-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the employee's name, claim number, address, date of birth, and Social Security number in the designated fields.
3. Select the appropriate box that describes your relationship to the insured. Provide your name, address, date of birth, Social Security number, and daytime telephone number.
4. Fill in the beneficiary's details including their name, date of birth, SSN/Tax ID, address, and daytime telephone number.
5. Sign and date the certification section to confirm accuracy and compliance with IRS requirements.
6. Choose how you would like to receive proceeds (Check or Direct Deposit) and complete the necessary banking information if selecting Direct Deposit.
7. Attach any required documents such as a voided check for checking accounts or a savings deposit slip for savings accounts.

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