GP39859-09 Page 2 of 2 08/2012
Change of Member’s Name
Reason for change Change my name from:
marriage
divorce
court decree
Date of marriage, divorce or decree To:
State Agency to Complete
Date recorded By
Instructions for Designation of Beneficiary
Be sure to use given names such as “Mary M. Doe,” not “Mrs. John Doe.” The following sample designations may be
helpful to you.
Type of Beneficiary Standard Wording
1. insured’s estate
my estate
2. one beneficiary
Anna L. Doe, wife
3. two beneficiaries
John A. Doe, father, and Mary I. Doe, mother, equally or to the survivor
4. three or more beneficiaries
John A. Doe, father, and Mary I. Doe, mother, and Henry J. Doe, son, equally or
to the survivors or survivor
5. one beneficiary and one
contingent beneficiary
Anna L. Doe, wife, if living; otherwise, Henry J. Doe, son
6. one beneficiary and two
contingent beneficiaries
nna L. Doe, wife, if living; otherwise Henry J. Doe, son, and Alice G. Doe,
daughter, equally or to the survivor
7. one beneficiary and three or
more contingent beneficiaries
Anna L. Doe, wife, if living; otherwise Henry J. Doe, Alice G. Doe and Charles B.
Doe, children, equally or to the survivors or survivor
8. two beneficiaries and one
contingent beneficiary
John A. Doe, father, and Mary I. Doe, mother, equally or to the survivor, if living;
otherwise, Anna L. Doe, wife
9. two beneficiaries in unequal
portions
seventy-five percent (75%) of the proceeds to John A. Doe, father, if living, and
twenty-five percent (25%) to Anna L. Doe, mother, if living, the share of a
deceased beneficiary to be paid to the survivor, if any. Total must equal 100%.
10. trust with individual trustees
Richard Doe and John Smith, trustees, or a successor in trust under (trust name)
established (date of trust agreement)
11. trust with corporate trustee
ABC Bank and Trust Company, Des Moines, Iowa, Trustee or successor in trust
under (trust name) established (date of trust agreement)
12. testamentary trust
Trustee of the Mary I. Doe Trust or successor in trust established by the last will
& testament of the insured dated (insert date of will)
13. minor beneficiary
When either the primary or contingent beneficiary designation includes one or
more minor children, you need to complete an additional form. Beneficiary
designation with UTMA custodian, see your employer for this form.
Do not attempt to erase or make corrections; use a new form.
Original – agency Human Resources Office Make copy for employee