Beneficiary Designation Form Page 2

Download a blank fillable Beneficiary Designation Form in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Beneficiary Designation Form with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

ADVERTISEMENT

Section F - Participant Certification and Authorization (you must sign this section)
I, the participant, hereby instruct the Plan to distribute my death benefit to the designated beneficiary(ies) herein. I acknowledge that:
• If I am married, I must obtain spousal consent if all or a portion of my death benefit is to be paid to someone other than my spouse.
• If the Plan’s normal form of benefit is an annuity, I have read the Qualified Pre-Retirement Survivor Annuity Notice and provided a properly
executed waiver. If not, this designation is not valid.
• I reserve the right to revoke or change any beneficiary designation (with spousal approval, if applicable) by submitting a new form.
• This form is not valid if it is not received by the Plan in good order before my death and/or if there is no Primary or Contingent beneficiary(ies)
living upon my death.
• This form supersedes any prior beneficiary designation and, if my beneficiary designation is valid under the Plan, identifies all current Primary and
Contingent beneficiary(ies).
• I understand that if I do not provide a valid beneficiary designation, and the Plan does not provide for a default beneficiary, then my beneficiary
will be my estate.
_____________________________________________________________
__________________________
Participant’s Signature
Date
Section G - Spousal Consent (complete only if the participant is married)
I certify that I am the spouse of the participant and I hereby voluntarily consent to the participant’s (i.e., my spouse) beneficiary designation herein. I
acknowledge that:
• If the Plan’s normal form of benefit is an annuity, I have received and read the Qualified Pre-Retirement Survivor Annuity Notice.
• I understand the effect of such beneficiary designation is to cause my spouse’s (i.e. the Participant) death benefit, or portion of it, to be paid to a
beneficiary other than me.
• Each beneficiary designation is not valid unless I consent to it.
• My consent is irrevocable unless my spouse revokes the beneficiary designation.
____________________________________________________________
_________________________
Participant Spouse’s Signature
Date
Section H - Witness Certification and Signature
(Plan Administrator or Notary completes)
I certify that the married participant’s spouse personally appeared before me and acknowledged that she/he signed the Section G - Spousal Consent as
her/his free act and deed.
If the plan administrator does not witness the spouse’s signature, a Notary must witness it.
If witnessed by a Notary Public the Signature/Stamp must be also provided below for this form to be considered valid.
____________________________________________________________________
Signature of Witness (Plan Administrator or Notary Public)
:
Notary Public stamp here
If signed by a Notary Public, please complete the following:
Sworn before me this day: _________________________________________
In the State of ___________, County of _______________________________
Commission Expiration Date: ____________________________________________
Participants must submit this form to the Plan Administrator.
Page 2 of 3
BEN DES Rev 11/10

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Legal
Go
Page of 3