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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.
How to name a beneficiary on your 401(k) account. If you name a person as your beneficiary, you should provide their full legal name, mailing address, date of birth, and Social Security number. You may also be asked to explain their relationship to you.
Fill out the top section of the form with your personal information, including your name, policy number, and contact details. Specify the current beneficiary information in the appropriate section of the form. Include their full name, relationship to you, and any additional required details.
Can you change beneficiaries? In most cases, you may change the beneficiaries named on a life insurance policy or other financial account at any time.
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