BENEFICIARY DESIGNATION FORM Section 1 - State Street ... 2026

1. Click ‘Get Form’ to open the BENEFICIARY DESIGNATION FORM in the editor.
2. Begin by entering your name, EEID# or SSN#, telephone number, and home address in the designated fields at the top of the form.
3. In Section 2, list your Primary Beneficiary(ies) by providing their names, relationship to you, date of birth, and social security numbers. Ensure that all information is accurate.
4. If applicable, designate Secondary Beneficiary(ies) using the same format as for Primary Beneficiaries. This ensures that assets are distributed according to your wishes.
5. Review your entries carefully. Once satisfied, sign and date the form at the bottom. If you have a spouse and wish to designate someone other than them as a primary beneficiary, ensure their consent is notarized.

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