Ubs Beneficiary Designation Form PDF Details

Are you looking for an efficient way to ensure your assets and property are safeguarded during times of crisis? If so, exploring the process behind UBS beneficiary designation forms can be a great starting point. Beneficiary designation forms are documents that specify who should receive your assets upon your death, allowing you to have greater peace of mind knowing that in case something unexpected happens, there is a legally binding system in place to protect what matters most. In this blog post we will explore everything you need to know about UBS beneficiary designations – from how they work to potential scenarios where they may apply. Let's dive right in!

QuestionAnswer
Form NameUbs Beneficiary Designation Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesubs transfer forms, ubs online beneficiary, get the ubs ira beneficiary designation form, ubs forms

Form Preview Example

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

How to Edit Ubs Beneficiary Designation Form Online for Free

ubs transfer forms can be filled in effortlessly. Simply try FormsPal PDF editor to get the job done without delay. The tool is consistently improved by our team, getting new awesome functions and growing to be better. Should you be seeking to get going, here is what it takes:

Step 1: Click on the "Get Form" button above. It is going to open up our editor so you could begin completing your form.

Step 2: With our handy PDF file editor, you'll be able to accomplish more than merely complete blank fields. Try all the features and make your docs seem faultless with custom textual content incorporated, or modify the file's original input to excellence - all supported by an ability to add stunning images and sign it off.

It really is easy to finish the document with this helpful tutorial! Here is what you want to do:

1. The ubs transfer forms requires certain information to be inserted. Make sure the following fields are filled out:

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

Step 3: Revise all the information you have inserted in the blanks and click on the "Done" button. Sign up with us today and immediately gain access to ubs transfer forms, all set for downloading. All changes made by you are kept , which means you can change the document at a later stage as required. FormsPal guarantees your information confidentiality with a secure method that never records or shares any type of personal information provided. Be assured knowing your paperwork are kept safe each time you use our tools!

Ubs Beneficiary Designation Form isn’t the one you’re looking for?

Related Documents