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BENEFICIARY DESIGNATION FORM Section 1 - State Street ... 2026
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- Click ‘Get Form’ to open the BENEFICIARY DESIGNATION FORM in the editor.
- Begin by entering your name, EEID# or SSN#, telephone number, and home address in the designated fields at the top of the form.
- 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.
- If applicable, designate Secondary Beneficiary(ies) using the same format as for Primary Beneficiaries. This ensures that assets are distributed according to your wishes.
- 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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