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:
120
This form is used for designating a TOD (Transfer on Death) beneficiary in the state of Wisconsin.
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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.
This form is used for obtaining spousal consent for the distribution of retirement plan funds.
This form is used for designating beneficiaries for a retirement plan, life insurance policy, or other types of financial accounts.
This Form is used for designating beneficiaries for Celarity, Inc.
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.
This Form is used for revoking a designated beneficiary agreement in the City and County of Denver, Colorado.
This form is used for Tier 2 members in New York to elect their retirement options and designate multiple beneficiaries.
This form is used for specifying beneficiaries for your Ohio Deferred Compensation account in Ohio.
This form is used to designate a beneficiary for your Thrift Savings Plan (TSP) account in case of your death.
This form is used to designate beneficiaries eligible to receive an unpaid retired pay of a service member after their passing away.
This Form is used for designating a beneficiary for a VA benefit or insurance policy.
This Form is used for designating beneficiaries for group term life insurance with Metlife.
This form is used for making an election for life insurance coverage.
This form is used for providing beneficiary information in North Dakota.
This form is used for designating a beneficiary to receive unpaid compensation in the state of Alaska.
This form is used for designating a beneficiary for the Voluntary Savings Plan in Alaska.
This form is used for designating a beneficiary to receive a lump sum payment after retirement for nonmembers in California.
This form is used for designating a lump-sum beneficiary to receive retirement benefits after the employee's retirement in California.
This Form is used for making changes to the beneficiary designation in Newfoundland and Labrador, Canada.
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.
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.
This Form is used for designating a beneficiary for a motor vehicle in the state of Texas.
This form is used for designating a nonmember lump-sum beneficiary for post-retirement benefits through CalPERS in California.
This Form is used for designating a political subdivision beneficiary in Alaska.
This form is used for designating a lump-sum beneficiary after retirement in the state of California.
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.
