Oppenheimerfunds single k plandesignation of beneficiary forms 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the General Information section. Enter the name of the plan, employer details, and participant information including your date of birth and social security number.
3. Indicate your current marital status by selecting either 'Not Married' or 'Married'. If married, you may designate a primary beneficiary other than your spouse with their consent.
4. In the Designation of Beneficiary(ies) section, list each beneficiary's name, address, social security number, date of birth, relationship to you, and share percentage. Ensure to check whether they are a Primary or Contingent beneficiary.
5. If naming a non-spouse as a primary beneficiary, complete the Consent of Spouse section. Your spouse must sign this section to acknowledge their consent.
6. Complete any necessary waiver elections regarding Qualified Pre-Retirement Survivor Annuities if applicable. Ensure both you and your spouse sign where required.
7. Finally, sign and date the form in the Signature section. Ensure that all signatures are witnessed as required.

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