Beneficiary paperwork form 2026

1. Click ‘Get Form’ to open the Beneficiary Designation/Change Form in the editor.
2. Begin by entering your name and Social Security Number at the top of the form. Ensure that you select whether this is a new designation or a revision.
3. Indicate your marital status by selecting either 'I am NOT MARRIED' or 'I am MARRIED'. If you are not married, list the beneficiaries' names, Social Security Numbers, relationships, addresses, and percentage shares for each designated person.
4. If you are married and choose to designate your spouse as the sole beneficiary, fill in their name, address, and Social Security Number. If your spouse is deceased, provide details for alternate beneficiaries.
5. For those who wish to designate multiple beneficiaries while married, list their names, relationships, addresses, and percentage shares accordingly. Remember that if no percentages are indicated, they will share equally.
6. Complete the spousal consent section if applicable by having your spouse sign and date it. This confirms their agreement with your beneficiary designations.
7. Finally, review all entries for accuracy before saving or printing the completed form for submission.

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