Beneficiary Designation Form Templates

Beneficiary Designation Forms are used to designate individuals or entities to receive the benefits of certain financial accounts or insurance policies upon the account holder's or policyholder's death. These forms specify who will inherit the assets or proceeds from the account or policy, ensuring that the designated beneficiaries receive the intended benefits.

Documents:

• Default
• Name
• Form number
• Size

Form 9-2009 Designation of Tod Beneficiary - Wisconsin

This form is used for designating a TOD (Transfer on Death) beneficiary in the state of Wisconsin.

Transfer on Death Instrument Form

This Form is used for designating beneficiaries for the transfer of assets upon the death of the owner. It allows for the transfer of property without the need for probate.

Retirement Plan Spousal Consent Form for Distributions

This form is used for obtaining spousal consent for the distribution of retirement plan funds.

Designation of Beneficiaries Form

This form is used for designating beneficiaries for a retirement plan, life insurance policy, or other types of financial accounts.

Estate Tax Form Estate Planning Template U.S. Department of Justice United States Federal Legal Forms Contingent Beneficiary Assets Distribution

Beneficiary Designation Form - Celarity, Inc.

This Form is used for designating beneficiaries for Celarity, Inc.

Salary Reduction Agreement - Beneficiary Designation Form - Adventist Retirement Plan - Seventh-Day Adventist Church

This document is used for designating beneficiaries and signing a salary reduction agreement for the Adventist Retirement Plan, which is associated with the Seventh-Day Adventist Church.

Revocation of Designated Beneficiary Agreement - City and County of Denver, Colorado

This Form is used for revoking a designated beneficiary agreement in the City and County of Denver, Colorado.

Form RS6352-A Retirement Option Election Form for Tier 2 Members for Designating Multiple Beneficiaries - New York

This form is used for Tier 2 members in New York to elect their retirement options and designate multiple beneficiaries.

United States Legal Forms Office of the New York State Comptroller New York Legal Forms Election Options

Beneficiary Form - Ohio Deferred Compensation - Ohio

This form is used for specifying beneficiaries for your Ohio Deferred Compensation account in Ohio.

Form TSP-3 Designation of Beneficiary

This form is used to designate a beneficiary for your Thrift Savings Plan (TSP) account in case of your death.

Thrift Savings Plan United States Federal Legal Forms Designation of Beneficiary Form Retirement Savings

DD Form 2894 Designation of Beneficiary Information

This form is used to designate beneficiaries eligible to receive an unpaid retired pay of a service member after their passing away.

Form 1B Beneficiary Designation - Mississippi

Legal United States Legal Forms Mississippi Legal Forms Public Employees' Retirement System of Mississippi

VA Form 29336 Designation of Beneficiary

This Form is used for designating a beneficiary for a VA benefit or insurance policy.

Veterans Affairs Forms United States Federal Legal Forms Veterans Benefits Designation of Beneficiary Form VA Benefits

Form RS5127 Designation of Beneficiary With Contingent Beneficiaries - New York

Group Term Life Insurance Beneficiary Designation Form - Metlife

This Form is used for designating beneficiaries for group term life insurance with Metlife.

Form REV-346 Estate Information Sheet - Pennsylvania

Form SF-2817 Life Insurance Election

This form is used for making an election for life insurance coverage.

U.S. General Services Administration Life Insurance Form Retirement Plan Documents United States Federal Legal Forms Federal Government Employee Benefits Open Enrollment Federal Employees Federal Benefits

Form 38 Schedule BI Beneficiary Information - North Dakota, 2017

This form is used for providing beneficiary information in North Dakota.

Last Will and Testament North Dakota Tax Forms Estate Planning Template North Dakota Legal Forms North Dakota Office of State Tax Commissioner Personal Representative Assets Distribution

Designation of Beneficiary for Unpaid Compensation - Alaska

This form is used for designating a beneficiary to receive unpaid compensation in the state of Alaska.

Form PERS051 Voluntary Savings Plan Beneficiary Designation - Alaska

This form is used for designating a beneficiary for the Voluntary Savings Plan in Alaska.

Form BEN083 Beneficiary Designation - Voluntary Supplemental Benefits (Vsb) Life and Ad&d - Alaska

Form BEN090 Active State of Alaska Basic/Select Life and Ad&d Enrollment/Change of Beneficiary Designation - Alaska

Life Insurance Form Alaska Department of Administration Health Insurance Application Forms Welfare Benefits

Form GEN053 Beneficiary Designation - Defined Benefit Members (Pers I/II/Iii, Trs I/II, Jrs, Epors) - Alaska

Form my|CalPERS0777 Beneficiary Designation for Survivor's Prorated Allowance - California

Legal United States Legal Forms California Legal Forms California Public Employees' Retirement System

Post-retirement Nonmember Lump-Sum Beneficiary Designation - California

This form is used for designating a beneficiary to receive a lump sum payment after retirement for nonmembers in California.

Post-retirement Lump-Sum Beneficiary Designation - California

This form is used for designating a lump-sum beneficiary to receive retirement benefits after the employee's retirement in California.

Form M6463 Beneficiary Designation Change Form - Newfoundland and Labrador, Canada

This Form is used for making changes to the beneficiary designation in Newfoundland and Labrador, Canada.

Form AFF-1I Affidavit for Death Benefits - New York (Italian)

This form is used for filing an affidavit to claim death benefits in New York. It is specifically designed for individuals who are of Italian descent.

Death Claim Settlement Order Form - Oklahoma

This form is used for settling death claims in Oklahoma. It is used to order the settlement of a claim after the death of the insured party.

Form VTR-121 Beneficiary Designation for a Motor Vehicle - Texas

This Form is used for designating a beneficiary for a motor vehicle in the state of Texas.

DA Form 5521 Record of Emergency Data and Designation of Beneficiary for Unpaid Compensation of Deceased NAF Employee

Form my|CalPERS0776 Post-retirement Nonmember Lump-Sum Beneficiary Designation - California

This form is used for designating a nonmember lump-sum beneficiary for post-retirement benefits through CalPERS in California.

Form RS6439 Pensioner's Designation of Beneficiaries - New York

Form BEN013 Political Subdivision Beneficiary Designation - Alaska

This Form is used for designating a political subdivision beneficiary in Alaska.

Form PERS-BSD-509P Post-retirement Lump-Sum Beneficiary Designation - California

This form is used for designating a lump-sum beneficiary after retirement in the state of California.

Form RS6400 Retirement Option Election Form for Designating Multiple Beneficiaries - New York

Office of the New York State Comptroller New York Legal Forms Retirement Options Retirement Savings Retirement Benefits

Form 588 Oklahoma First-Time Homebuyer Savings Account - Account Holder and Designated Beneficiary Form - Oklahoma

This form is used for opening a First-Time Homebuyer Savings Account in Oklahoma. It is for both the account holder and the designated beneficiary.

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