Beneficiary Designation Form Sample Contracts

Primary Name Amends Last Beneficiary Agreement Dated:
Beneficiary Designation Form • July 11th, 2014

By signing this form, I acknowledge that this request to modify my beneficiaries will override any previous documents that list beneficiaries to this account. These beneficiaries will apply to all shares held under this account number, unless otherwise specified.

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IF DIVORCED – MUST SUBMIT COURT ENTERED MARITAL SETTLEMENT AGREEMENT**
Beneficiary Designation Form • September 5th, 2018

(the “Fund”) and hereby direct that any benefits payable under the Fund upon my death be paid to the following primary beneficiary (or equally to the following primary beneficiaries). If you are married and select anyone other than your spouse as 100% primary beneficiary, please complete the Spousal Consent form the Plan office that needs to be completed and attached to this form.

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