Get Symetra Beneficiary Change Form - Myfresnoeoc

Filling out the SYMETRA Beneficiary Change Form is an important step in designating who will receive your life insurance benefits. This guide provides clear, step-by-step instructions to ensure that you complete the form accurately and efficiently online.

Follow the steps to complete the SYMETRA Beneficiary Change Form.

1. Press the ‘Get Form’ button to access the SYMETRA Beneficiary Change Form and open it in your preferred editor.
2. Begin by entering your policy number in the designated field at the top of the form. This number is essential for identifying your coverage.
3. Next, provide your employer or policyholder’s name as it appears on your enrollment documents.
4. Fill in your employee information, including your name, street address, phone number, city, state, and ZIP code. Ensure that all details are accurate for proper identification.
5. In the primary beneficiary section, list the name, date of birth, address, relationship, and benefit percentage for each primary beneficiary you wish to designate. If designating multiple beneficiaries, specify the percentage of the benefit each will receive.
6. Proceed to the contingent beneficiary section and repeat the process for naming any contingent beneficiaries, ensuring to include all required information.
7. After filling out all relevant sections, sign the form in the designated area, affirming your intent to designate the beneficiaries. Additionally, include the date of signature.
8. Once you have completed the form, you can save your changes, download or print the document, or share it as needed to submit it to the appropriate parties.

Complete your SYMETRA Beneficiary Change Form online today to ensure your beneficiaries are properly designated.