Nationwide Beneficiary Change Form - The City of San Antonio
Participant Information (please print)
Social Security Number Last Name
Street Address
City
Contact Phone Number
Name/Address/Beneficiary Update Form
Employer Name
State
First Name
Middle Initial
State Email Address
Zip Code Date of Birth
Change of Title
Beneficiary Designation
r Beneficiary Change
r Address Change
r Name Change (proof of name change must be attached i.e. copy of driver's license or
Social Security Card, or payroll stub.)
Indicate the names of the beneficiaries, their Social Security numbers, the split you'd like each one of them to
receive, their address, their dates of birth, and their telephone number. If the percentage is not indicated, the
payments will be distributed equally in whole percentages. This beneficiary designation applies to all funding
options (including life insurance) unless otherwise noted. For payout purposes, the Plan Administrator will establish
sub-accounts and not separate accounts for beneficiaries, which in the case of multiple beneficiaries may require
that required minimum distributions be based on the life expectancy of the oldest beneficiary.
PLEASE NOTE: Beneficiaries listed below replace any prior designation. Percentage split must total 100%
and must be in whole percentages.
If additional space for beneficiaries is required, please complete and attach additional sheets with all the
required information below then mark this box: r
Beneficiary Name
Social Security Number
% Split
r Primary r Contingent
Address Relationship
Date of Birth
Phone #
Beneficiary Name
Social Security Number
% Split
r Primary r Contingent
Address Relationship
Date of Birth
Phone #
Authorization
This designation supercedes any prior beneficiary designation and shall become effective on the date accepted by the Plan as listed below prior to my death. Any benefits payable at my death shall be paid in equal shares unless otherwise specified. My death benefits will be paid first to my Primary Beneficiaries. If some of my Primary Beneficiaries predecease me, then my death benefit will be paid to the remaining Primary Beneficiaries. Contingent Beneficiaries will only receive benefits if no Primary Beneficiary survives me. If no beneficiary designation is on file, benefits will be paid pursuant to the sequence set forth in the Plan Document.
Participant Signature
Date
Witness Signature (NOTE: Witness cannot be a named beneficiary)
Date
Witness Name & Address
Witness City, State, and Zip Code
DC-770-0414
Mail completed form to: Nationwide Retirement Solutions P.O. Box 182797 Columbus, Ohio 43218-2797
Model Beneficiary Designations
Please use the following designations as a guide when completing this form.
1. Joan Nation, spouse (Primary). 2. Joan Nation, spouse (Primary), Henry Nation, son (Contingent). 3. Joan Nation, spouse (Primary), Henry Nation and Betty Nation, children (Contingent). 4. Henry Nation and Betty Nation, children (Primary). 5. Henry Nation, John Nation, and Betty Nation, children (Primary). 6. Sara Nation, mother, and George Nation, father (Primary), Jean Nation, sister (Contingent). 7. Estate. (Requires certified copy of "Letters of Office" appointing an executor of the Estate). 8. First National Bank of Canton, Ohio, as Trustee under Trust Agreement with Robert E. Nation dated
January 1, 2002. (Attach a copy of the title and signature page of the Trust).
Generic beneficiary designations will not be accepted. Examples of generic designations include:
1. My spouse, parent(s), sister(s), brother(s), son(s), daughter(s). 2. My children. 3. Children of this marriage or any past marriage. 4. As designated in my will.
Mail completed form to: Nationwide Retirement Solutions
P.O. Box 182797 Columbus, Ohio 43218-2797
DC-770-0414
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