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

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The document is a Beneficiary Designation Form for the State Street Salary Savings Program (SSP), outlining the process for designating primary and secondary beneficiaries for account assets in the event of the account holder's death. 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 submission.

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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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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.

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