Beneficiary Designation Form
This designation supersedes all prior designations. Beneficiaries will share equally if percentages are not provided and any amounts unpaid upon death will be divided equally. Primary and contingent beneficiaries must separately total 100.00%. The number of primary or contingent beneficiaries you may name is not limited. Attach an additional sheet if necessary.
Please note - if you are married and you are not listing your spouse as at least 50% of your primary beneficiary then your spouse will need to complete the Spousal Consent portion of this form.
- Beneficiary Designation [PDF 163K]