Designation Of Beneficiary Form Page 3

ADVERTISEMENT

Plan Name: NUSCO 401k Plan
Plan #: 35677
Designation of Beneficiary Form
A. Participant Information
Note:
The instructions for this form are an integral part of the form. You should use them to assist you. Also, if it is necessary to make corrections to any part
of this form, please do not use whiteout; you must place your initials next to the corrected or crossed-out words.
Participant Name (First, MI, Last): ___________________________________________ Social Security #:
Participant Address: ______________________________________________________________________________________________________
City: _______________________________________________________ State: _____________
ZIP: _________________________________
Phone (day):
Marital Status: (select one)
Single
Married
B. Primary Beneficiary(ies)
I understand that if I am married, my spouse shall automatically be my designated beneficiary unless I elect otherwise and my spouse consents to such election
as well as to the designation of the other beneficiary(ies). I hereby designate the following person or persons as primary beneficiary(ies) of my account under
the Plan(s) payable by reason of my death. If any primary beneficiary does not survive me, the share of that beneficiary shall be divided between the
remaining beneficiaries in proportion with their stated percentage of interest. If no primary beneficiary survives me, then my account shall go to my contingent
beneficiary(ies). (If additional space is needed for beneficiary information, attach a separate sheet of paper to the Designation of Beneficiary F orm with the
information noted below.)
1. Beneficiary’s Name: (First, MI, Last) _____________________________________________________________________ Share %:
Date of Birth: _____/_____/_____
Sex (M/F) _____
Social Security Number/Tax ID:
Relationship to Participant:
Spouse
Trust
Other: __________________________________
Address: ____________________________________________________________________________________________________________
City: __________________________________________________
State: _____________
ZIP: __________________________________
2. Beneficiary’s Name: (First, MI, Last) _____________________________________________________________________ Share %:
Date of Birth: _____/_____/_____
Sex (M/F) _____
Social Security Number/Tax ID:
Relationship to Participant:
Spouse
Trust
Other: __________________________________
Address: ____________________________________________________________________________________________________________
City: __________________________________________________
State: _____________
ZIP: __________________________________
C. Contingent Beneficiary(ies)
In the event that no primary beneficiary survives me, I hereby designate the following person or persons as contingent beneficiary(ies) of my account. If any
contingent beneficiary does not survive me, then the share of that beneficiary shall be divided between the remaining contingent beneficiaries in proportion with
their stated percentage of interest.
1. Contingent Beneficiary’s Name: (First, MI, Last) _____________________________________________________________ Share %:
Date of Birth: _____/_____/_____
Sex (M/F) _____
Social Security Number/Tax ID:
Relationship to Participant:
Spouse
Trust
Other: _____________
Address: ____________________________________________________________________________________________________________
City: __________________________________________________
State: _____________
ZIP: __________________________________
2. Contingent Beneficiary’s Name: (First, MI, Last) _____________________________________________________________ Share %:
Date of Birth: _____/_____/_____
Sex (M/F) _____
Social Security Number/Tax ID:
Relationship to Participant:
Spouse
Trust
Other: _____________
Address: ____________________________________________________________________________________________________________
City: __________________________________________________
State: _____________
ZIP: __________________________________

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Legal
Go
Page of 4