Get Life Beneficiary Change Form.doc - Laccd

The Life Beneficiary Change Form.doc - Laccd is an essential document for designating beneficiaries for insurance policies. This guide will lead you through the process of filling out the form correctly to ensure that your wishes are honored.

Follow the steps to complete the Life Beneficiary Change Form.

1. Use the 'Get Form' button to access the Life Beneficiary Change Form.doc - Laccd. This will allow you to download and open the document for editing.
2. Begin by entering the name of your employer, your employee number, and your Social Security number at the top of the form. Make sure this information is accurate for proper identification.
3. In the Beneficiary Designation section, select whether the change is for District-paid Life only, Voluntary Life/AD&D only, or both. This is crucial for determining the type of coverage that the beneficiaries will receive.
4. Designate your primary beneficiaries by filling in their full names, relationships to you, dates of birth, Social Security numbers, and addresses. Remember that the total percentages of shares must equal 100%.
5. If there are contingent beneficiaries, repeat the previous step for them as well. Ensure their share percentages also total 100%.
6. If applicable, complete the Trustee Designation section if you wish to designate a trust as a beneficiary. Fill in the name of the trustee, the title of the agreement, and the date of execution.
7. Check the box for whether the form is executed by the insured or the current owner. Fill in your name, daytime phone number, street address, and sign and date the form.
8. Once you have completed the form, give it to your employer. Retain a copy for your records to keep track of the changes made.
9. If you need to name additional beneficiaries beyond what this form allows, obtain an extra copy of the form, fill it out, and attach it clearly indicating the order of forms.
10. Review your designated beneficiaries periodically to ensure that the information remains up-to-date. You may change your beneficiary designation at any time by completing a new form.

Take action and complete your beneficiary changes online today to ensure your preferences are respected.