BENEFICIARY DESIGNATION FORM Section 1 - State Street ... 2025

Show details

4.6 out of 5

37 votes

The document is a Beneficiary Designation Form for the State Street Salary Savings Program (SSP), outlining the process for designating primary and secondary beneficiaries. It specifies rules regarding beneficiary designation for married and unmarried individuals, including spousal consent requirements. The form allows individuals to list beneficiaries and provides instructions for revoking or changing designations. Additionally, it includes a section for spousal consent, which must be notarized.

Here's how it works

01. Edit your aw8pc form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

The best way to change BENEFICIARY DESIGNATION FORM Section 1 - State Street ... online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

With DocHub, making adjustments to your paperwork takes only some simple clicks. Follow these fast steps to change the PDF BENEFICIARY DESIGNATION FORM Section 1 - State Street ... online for free:

Register and log in to your account. Log in to the editor using your credentials or click on Create free account to evaluate the tool’s capabilities.
Add the BENEFICIARY DESIGNATION FORM Section 1 - State Street ... for editing. Click the New Document button above, then drag and drop the sample to the upload area, import it from the cloud, or using a link.
Adjust your document. Make any adjustments required: insert text and photos to your BENEFICIARY DESIGNATION FORM Section 1 - State Street ..., highlight details that matter, erase parts of content and replace them with new ones, and insert symbols, checkmarks, and fields for filling out.
Finish redacting the template. Save the modified document on your device, export it to the cloud, print it right from the editor, or share it with all the people involved.

Our editor is very user-friendly and efficient. Try it now!

See more BENEFICIARY DESIGNATION FORM Section 1 - State Street ... versions

We've got more versions of the BENEFICIARY DESIGNATION FORM Section 1 - State Street ... form. Select the right BENEFICIARY DESIGNATION FORM Section 1 - State Street ... version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2010	4.6 Satisfied (37 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What happens if you dont designate a beneficiary?

If you want the kids to be first in line, use primary. The joint account owner will retain ownership before beneficiaries.

What are beneficiary designations examples?

What is beneficiary designation? Surviving spouse. Child under the age of 18. Individual with a disability. Individual who is chronically ill. Individual within 10 years of age of the deceased.

What is standard beneficiary designation?

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 should I not name as a beneficiary?

Estranged relatives or former spouses Family relationships can be complicated, so think carefully if an estranged relative or ex-spouse really aligns with your wishes. Pets Pets cant legally own property, so naming them directly as beneficiaries is problematic. Consider a pet trust instead.

What is an example of a beneficiary designation?

A beneficiary designation is the act of naming the person who will inherit an asset in the event of the account owners passing. Some common examples include life insurance policies and retirement accounts. When the account owner passes away, their assets are then transferred to the beneficiary that they designated.