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Designation of beneficiary form

Unum beneficiary designation form 2026

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The document is a Beneficiary Designation Form for El Paso County, used by employees to designate primary and contingent beneficiaries for their life and accidental death insurance policies. It includes sections for personal information, beneficiary details, and instructions on completing the form. The employee must specify names, relationships, dates of birth, Social Security numbers, and benefit percentages that total 100%. The form also outlines the implications of not designating beneficiaries and provides contact information for assistance.

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Click ‘Get Form’ to open the unum beneficiary designation form in the editor.
Begin by filling out your personal information, including your name, address, and Social Security number. Ensure accuracy as this information is crucial for processing.
In Section A, list your primary beneficiaries. For each beneficiary, provide their name, date of birth, Social Security number, relationship to you, and the percentage of benefits they will receive. Remember that the total must equal 100%.
Next, include contingent beneficiaries in Section A. Follow the same format as for primary beneficiaries to ensure clarity and compliance with requirements.
Proceed to Section B and repeat the process for any voluntary life insurance policies you may have. Fill in all required fields accurately.
Finally, review all entries for completeness and accuracy before signing and dating the form at the bottom.

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How to fill out beneficiary designation?

Banks use the beneficiary name as a key verification factor to process transactions securely. For example, if you are transferring money to a friend, you must enter their full name as per their bank records. A mismatch between the entered name and account details can lead to failed or delayed transactions.

What is an example of a beneficiary designation for life insurance?

ACCEPTABLE BENEFICIARY DESIGNATIONS 1) One Beneficiary State the full name and relationship to the insured. Sample: John Doe, husband 2) Two Beneficiaries in Equal Shares Sample: Jane Doe and Mary Doe, cousins, in equal shares, or their survivors.

What is a beneficiary designation for benefits?

As explained above, designating beneficiaries for your assets prevents those assets from becoming part of your estate, which could protect them from claims by creditors.

What is an example of a beneficiary name?

Yes, an executor can be a beneficiary under the same will so long as they were not also one of the two witnesses to the signing of the will. This is quite common especially where a spouse or civil partner are named as executor and are also the main or sole beneficiary.

How to fill out a 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.