New Mexico Public Schools Insurance Authority
Eligibility Administrative Office: Erisa Administrative Services, Inc. • Phone: (800) 233-3164 or (505) 988-4974 • Fax: (505) 988-8943
10/1
0/2014
SCHEDULE A BENEFICIARY ASSIGNMENT
Employee Social Security Number
Employee Name
School District/Employer
Mailing Address:
Date of Birth
(in mm/dd/yyyy format)
Primary Beneficiary:
Beneficiary Name
Date of Birth
(in mm/dd/yyyy
format)
Relationship to the
Employee
Address
Basic
Life
Percent
Additional
Life
Percent
Secondary Beneficiary (in the event the primary beneficiary is not living at the time of the insured’s death):
Beneficiary Name
Date of Birth
(in mm/dd/yyyy
format)
Relationship to the
Employee
Address
Basic
Life
Percent
Additional
Life
Percent
STATEMENT OF MARITAL STATUS (check one)
I AM NOT MARRIED. I understand that if I marry, it will affect my right to dispose of community property, and that I should then
review my beneficiary designation.
I AM MARRIED. My spouse is the Primary Beneficiary and/or is designated to receive 50% or more of my benefit.
I AM MARRIED. My spouse is not the Primary Beneficiary and/or is designated to receive less than 50% of my benefit.
EMPLOYEE SIGNATURE DATE:
Witnessed by Employer: DATE:
IMPORTANT NOTE: Community Property Laws are applicable to employees living in New Mexico, Arizona, Texas,
California, Idaho, Nevada, Washington, or Wisconsin; therefore, a spouse has property interest in insurance provided to
the employee through his/her employment.
RETURN TO YOUR EMPLOYER’S BENEFIT OFFICE
(For multiple beneficiaries, distribution
must equal 100% for each life benefit)
(For multiple beneficiaries, distribution
must equal 100% for each life benefit)
94/Luna Community College