UBS Beneficiary Designation Form PDF Details

In the realm of financial planning and security, the UBS Beneficiary Designation Form presents a crucial tool for individuals engaged with UBS's benefit programs. This document is designed to ensure that the benefits accrued, such as those from Basic Life Insurance, Basic Accidental Death and Dismemberment (AD&D) Insurance, and Business Travel Accident Insurance Plans, among others, are transferred smoothly to the designated person(s) in the unfortunate event of the policyholder's death. The form necessitates the naming of primary and, if desired, contingent beneficiaries, ensuring that should the primary beneficiary be unable to receive the benefits for any reason, a secondary beneficiary is in place to do so. Clarity and precision are paramount when completing this form, as it requires specific information including names, social security numbers, addresses, and the relationship of beneficiaries to the policyholder, all aimed at preventing any ambiguity during the process of benefit disbursement. Furthermore, for those with more complex beneficiary arrangements requiring the designation of multiple beneficiaries for different plans or the allocation of specific percentages to each, additional documentation may be attached, signifying the policyholder’s intentions clearly. The meticulous process outlined, including a signature and date to validate the form, underscores the gravity and formality of such designations, which ultimately supersede any prior beneficiary instructions associated with the policyholder’s accounts. This document, once completed and returned to the UBS Benefits Department, acts as a testament to the policyholder’s final wishes regarding their benefit dispersion, highlighting the intersection of legal foresight and personal legacy.

QuestionAnswer
Form Name UBS Beneficiary Designation Form
Form Length 2 pages
Fillable? No
Fillable fields 0
Avg. time to fill out 30 sec
Other names ubs transfer forms, ubs online beneficiary, get the ubs ira beneficiary designation form, ubs forms

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UBS Benefit Program Beneficiary Designation Form

Use this form to name the person(s) who should receive benefits if you die. Benefits are paid to your primary beneficiary; if this person dies before you or cannot be located, then benefits are paid to your contingent beneficiary. Use a ballpoint pen and please print clearly.

Be sure to sign and date the form in the “Your Authorization” section. Return the form to the UBS Benefits Department.

If you need more room to designate primary or contingent beneficiary(ies), please attach a separate sheet of paper and write the words “see attachment” in the applicable section.

About You

Name:

Social Security

Number:

Location:

Your Beneficiary Designation

You must name a beneficiary for the Basic Life Insurance Plan,

Basic Accidental Death and Dismemberment (AD&D) Insurance Plan, and Business Travel Accident Insurance Plan which are provided by UBS automatically at no cost to you. If you want to name the same beneficiary for all plans, complete the “Basic Life Insurance Plan” section. Then, for the other plans, check the box labeled “Same

as Basic Life Insurance Plan.”

If you want to name more than one primary or contingent beneficiary, leave the “Primary Beneficiary” and “Contingent Beneficiary” sections of the applicable plan blank and attach a separate sheet of paper indicating your designation and the amount or percentage each beneficiary should receive, and check the box below.

Beneficiary Designation Attached (this separate sheet must also be signed and dated.)

 

Primary Beneficiary

Contingent Beneficiary

Basic Life Insurance Plan

Name:

Name:

(provided by UBS at no cost

 

 

Address:

Address:

to you)

 

 

 

 

 

 

 

 

 

Social Security Number:

Social Security Number:

 

 

 

 

Date of Birth:

Date of Birth:

 

Relationship to You:

Relationship to You:

 

 

 

Optional Life Insurance Plan

Name:

Name:

 

 

 

Same as Basic Life

Address:

Address:

Insurance Plan

 

 

 

 

 

 

 

 

 

Social Security Number:

Social Security Number:

 

Date of Birth:

Date of Birth:

 

 

 

 

Relationship to You:

Relationship to You:

 

 

 

Basic AD&D Insurance Plan

Name:

Name:

(provided by UBS at no cost

Address:

Address:

to you)

 

 

 

 

Same as Basic Life

 

 

 

 

Insurance Plan

 

 

 

Social Security Number:

Social Security Number:

 

 

 

 

Date of Birth:

Date of Birth:

 

 

 

 

Relationship to You:

Relationship to You:

(over)

 

Primary Beneficiary

Contingent Beneficiary

 

 

 

Supplemental AD&D

Name:

Name:

Insurance Plan

Address:

Address:

 

Same as Basic Life

 

 

Insurance Plan

 

 

 

 

 

 

 

 

Social Security Number:

Social Security Number:

 

Date of Birth:

Date of Birth:

 

 

 

 

Relationship to You:

Relationship to You:

Business Travel Accident

Name:

Name:

Insurance Plan (provided

Address:

Address:

by UBS at no cost to you)

 

 

Same as Basic Life

 

 

 

 

Insurance Plan

 

 

 

Social Security Number:

Social Security Number:

 

 

 

 

Date of Birth:

Date of Birth:

 

Relationship to You:

Relationship to You:

Long Term Disability

Name:

Name:

 

 

 

Same as Basic Life

Address:

Address:

 

 

Insurance Plan

 

 

 

 

 

 

 

 

 

Social Security Number:

Social Security Number:

 

Date of Birth:

Date of Birth:

 

Relationship to You:

Relationship to You:

 

 

 

UBS Retirement Program

You must designate your beneficiaries for the UBS Pension Plan and UBS Savings and Investment Plan (SIP) online through the Your Benefits Resourcesª Web site at www.resources.hewitt.com/ubs.

Your Authorization

I understand that by signing and submitting this form, I am authorizing the beneficiary(ies) listed above to receive any benefits that may be payable upon my death.

This designation supercedes any previous beneficiary designation for the above plans. This beneficiary designation form is not valid unless you sign and date this form below.

Your Signature:

 

Date:

Return to: UBS AG—Interoffice Mail, Human Resources Department, STM-11-N, Attn: Benefits Department.

OR

UBS AG, Attn: Benefits Department, 11th Floor, 677 Washington Boulevard, Stamford, Connecticut 06901.

Your Benefits Resources is a trademark of Hewitt Associates LLC.

10/2001

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ubs program beneficiary search completion process explained (part 1)

2. Soon after performing the last section, head on to the next step and fill out the essential details in all these fields - Date of Birth, Relationship to You, Optional Life Insurance Plan, Name, Same as Basic Life Insurance Plan, Address, Date of Birth, Relationship to You, Name, Address, Social Security Number, Social Security Number, Date of Birth, Relationship to You, and Basic ADD Insurance Plan provided.

Filling out part 2 of ubs program beneficiary search

3. In this stage, review Primary Beneficiary, Contingent Beneficiary, Supplemental ADD Insurance Plan, Same as Basic Life Insurance Plan, Name, Address, Name, Address, Social Security Number, Social Security Number, Date of Birth, Relationship to You, Business Travel Accident Insurance, Name, and Address. Each of these will have to be taken care of with greatest accuracy.

Completing part 3 of ubs program beneficiary search

As for Contingent Beneficiary and Name, make sure that you do everything right here. These two are surely the most important ones in the document.

4. This particular paragraph comes next with these particular blank fields to look at: I understand that by signing and, This designation supercedes any, Your Signature, Date, Return to UBS AGInteroffice Mail, and UBS AG Attn Benefits Department th.

Stage # 4 in filling in ubs program beneficiary search

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