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Form 8: Beneficiary Designation

FORM 8 - Beneficiary Designation Form 08-12.pdf

Form Instructions

INSTRUCTIONS: ARIZONA BENEFICIARY DESIGNATION FORM (Form 8)

Arizona public safety personnel, corrections officers, and elected officials enrolled in the state's retirement plan for each type of employee can all use a form 8 to designate primary and secondary beneficiaries in the event of their death. This document can be obtained from the website maintained by the Elected Officials' Retirement Fund of the State of Arizona.

Arizona Beneficiary Designation Form 8 Step 1: Section 1 requires information about the member filing. On the first line, enter your Social Security number, SYSID (if known), and indicate with a check mark whether this request applies to a retired or non-retired account.

Arizona Beneficiary Designation Form 8 Step 2: On the next line, enter your date of birth and email address.

Arizona Beneficiary Designation Form 8 Step 3: On the next line, enter your last name, first name and middle initial.

Arizona Beneficiary Designation Form 8 Step 4: On the next line, enter your street address, city, state and zip code.

Arizona Beneficiary Designation Form 8 Step 5: On the next line, enter your home phone number, cell phone number and work phone number.

Arizona Beneficiary Designation Form 8 Step 6: Section 2 is for designation and documentation of beneficiaries. The first section should only be used to name a primary beneficiary. Enter their Social Security number in the first box.

Arizona Beneficiary Designation Form 8 Step 7: Enter their full name in the second box.

Arizona Beneficiary Designation Form 8 Step 8: Indicate their relationship to you with a check mark in the third box.

Arizona Beneficiary Designation Form 8 Step 9: Enter their birth date in the fourth box.

Arizona Beneficiary Designation Form 8 Step 10: Enter their address in the fifth box.

Arizona Beneficiary Designation Form 8 Step 11: Enter their telephone number in the sixth box.

Arizona Beneficiary Designation Form 8 Step 12: In the next two sections, you may designate up to two more primary or secondary beneficiaries. In each section, indicate with a check mark which of teh two types you are designating, then provide all information requested.

Arizona Beneficiary Designation Form 8 Step 13: A witness who is not a beneficiary should print and sign their name in Section 3, as well as entering the date.

Arizona Beneficiary Designation Form 8 Step 14: Sign and date the last line.

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