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Service Retirement Application

Customer Name: JOHN DOE

Your Defined Benefit(DB) with a Compound Option Beneficiary Election

Review your Compound Election Summary. Allocate a percentage to each of your Option Beneficiaries. The allocation total must equal 100 percent.

Select the Edit link next to each Option Beneficiary to update your beneficiary’s contact information or choose the Delete link to remove the beneficiary election from your account. Select the Add Another Beneficiary link to include an additional beneficiary to your account. Once complete with the actions available on this screen, select the Next button to continue.

Allocate Your Option Beneficary Percentages

Your Compound Election Summary



Option Beneficiary Type Allocation Actions
John A Doe % Edit
Delete
Jane A Doe % Edit
Delete
Percentage elected to retain as Member-Only: %
Total: 25.00%
 
 


       

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