All formsAccount Holder: Your full legal name and account/policy number
Primary Beneficiaries: Name, relationship, date of birth, SSN, and percentage for each
Contingent Beneficiaries: Name alternates who receive the assets if primary beneficiaries predecease you
Per Stirpes vs. Per Capita: Choose how shares pass if a beneficiary dies before you
Special Circumstances: For minor beneficiaries, consider naming a trust as beneficiary instead
Signatures: Sign and date; some accounts require spousal consent
Estate Planningpdf
Beneficiary Designation Form
Form for designating beneficiaries on life insurance, retirement accounts, and bank accounts. Beneficiary designations override your will.
Instructions
Instructions
Important: Beneficiary designations supersede your will. Review and update after marriage, divorce, birth of a child, or death of a beneficiary.