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Click ‘Get Form’ to open the Beneficiary Designation Form in the editor.
Begin by entering your Employee Name and Social Security Number in the designated fields. Ensure accuracy as this information is crucial for identification.
Fill in your Current Address, Home Phone, and Work Phone. This information helps maintain updated contact details.
In the Participant Election section, designate your primary beneficiary(ies) by providing their names, addresses, relationships to you, Social Security Numbers, and the percentage of shares they will receive. Remember that the total must equal 100%.
Next, list any contingent beneficiaries using the same format as above. Again, ensure that percentages total 100% if applicable.
If additional space is needed for more beneficiaries, sign and date a separate sheet of paper using the same format.
Finally, ensure you and your spouse (if applicable) sign and date the form before submission to avoid any disputes regarding community property laws.

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