The Role of a Beneficiary Form
Your Beneficiary Form makes sure the savings you’ve faithfully built go exactly where you want them to. Should you pass away before receiving all of your benefits under the Servant Solutions Retirement Plan, this form tells us who should receive what remains.
Think of it as a clear set of instructions written in your own hand. Without it, decisions about your benefits could be left to guesswork or delay during an already difficult time for your family.
Keeping this form current is just as important as completing it. Life changes such as marriages, births, and other milestones are all good reasons to review your designations and make sure they still reflect your wishes.
What You’ll Need to Have With You
Gathering a few details ahead of time makes the process quick and stress-free. Have this information ready:
- Your own information: full legal name, Social Security number, daytime phone, email, home address, and marital status
- Each beneficiary’s full legal name: spelled exactly as it appears on official documents
- Their relationship to you, such as child, sibling, parent, or friend
- Their Social Security number
- Their date of birth
- Their current address, phone, and email
- Trust details, if applicable: if you’re naming a trust as a beneficiary, have its information on hand
Taking a few minutes to collect these details means you can complete everything in one sitting, with confidence that each name and number is correct.
Fill out this form to designate any beneficiaries of your retirement plan benefits in the event you pass away before receiving them all.
A paper beneficiary form can be provided upon request: