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Click ‘Get Form’ to open the VALIC Beneficiary Designation Form in the editor.
Begin by filling out the CLIENT INFORMATION section. Enter your name and SSN or Tax ID, and select your marital status. If applicable, indicate if you have a missing spouse.
In the BENEFICIARY designation section, list your primary beneficiaries. Include their names, dates of birth, relationships to you, and the percentage of benefits they will receive. Ensure that the total equals 100%.
If you have contingent beneficiaries, repeat the process in the CONTINGENT BENEFICIARIES section. Remember to check if additional sheets are needed for more beneficiaries.
If designating a minor as a beneficiary, complete the CUSTODIAN FOR BENEFICIARY who is a MINOR section by naming a custodian under your state’s law.
For ERISA plans, ensure that spousal consent is completed if necessary. This includes having your spouse sign and possibly notarizing this section.
Finally, review all information for accuracy and sign in the CLIENT APPROVAL section before submitting your form via fax or mail.
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Most beneficiary designations will require you to provide a persons full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.
Who is the beneficiary designation of a retirement plan?
More In Retirement Plans A beneficiary is generally any person or entity the account owner chooses to receive the benefits of a retirement account or an IRA after they die. The owner must designate the beneficiary under procedures established by the plan.
How to fill up a beneficiary form?
5 Ways You Can Fill Out a Beneficiary Designation Form (and Who You Can Nominate!) Name an Individual (Primary Beneficiary and Contingent Beneficiary) Best for: naming a spouse, children, or other loved ones. Divide Among Multiple Individuals. Name Your Trust as the Beneficiary. Name a Charity. Mix and Match!
What is an example of a beneficiary designation?
For example, the account owner could create a beneficiary designation stating that the funds will be distributed to the owners Trust upon the death of the owner. The Trustee of the owners Trust would then receive the funds and distribute the funds according to the terms of the Trust.
What is the affidavit of preferential beneficiary designation form?
This affidavit is to be used if there is no surviving beneficiary designated by the above-named person. It is to be completed only by the deceaseds widow or widower, if surviving.
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How to Fill Out AIG Change of Beneficiary Form Start with the section titled Existing Policy Information. Fill in Insured Name(s) and SSN/ITIN or EIN. Continue filling in your Owner Name and SSN/ITIN or EIN. Input your Address, Primary Phone, and Alternate Phone. Enter your Email Address.
How do I fill out a beneficiary designation?
Write the names of the first beneficiary(ies) you would like to receive your benefit after you die. You may name an individual(s), entity (such as a charity, business, religious organization, funeral home, etc.), trust, or estate. You may name more than one.
What should I write in beneficiary?
Typically, youll want to name your spouse, children, or other financial dependents as your beneficiaries. However, you may also consider naming siblings, other family members, a friend, or even a nonprofit organization, trust, or your estate to inherit your account.
Related links
Documents Forms | Paulding County, GA
Paulding County Applicant Information (PDF), General information for employment applicants ; PCBOC Benefit Providers Contact Info (PDF), Listing of contact
Apr 28, 2022 Upon terminating employment, the School District pays all unused and unforfeited vacation benefits to employees. Accordingly, vacation benefits
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