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Costco 401k plan review 2026
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- Click ‘Get Form’ to open the Costco 401(k) Designation of Beneficiary Form in our editor.
- Begin by filling out your Participant Information. Clearly print your name, Social Security Number, email address, and daytime phone number. Indicate your present marital status by checking either 'Single' or 'Married'.
- In the Notice of Spouse's Death Benefit section, understand that if you are married, your spouse must consent to any beneficiary changes. If applicable, complete the Consent of Spouse section with notarization.
- Designate your Primary Beneficiary(ies) by entering their names, Social Security Numbers, addresses, birth dates, relationships to you, and the percentage of benefits they will receive. Ensure that each beneficiary's total percentage equals 100%.
- If necessary, repeat the process for Secondary Beneficiary(ies) in case your primary beneficiaries are not living.
- Finally, sign and date the form at the bottom. If applicable, have your spouse sign and notarize their consent.
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