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Get 800 618 1698

Life Insurance Service Request Form Instructions Active Employee Administered by: Monumental Life Insurance Company, 1-800-618-1698, on behalf of your Plan Administrator Subject to the Terms and Conditions.

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How to fill out the 800 618 1698 form online

This guide provides clear and comprehensive instructions on filling out the 800 618 1698 online form for life insurance service requests. Follow the steps outlined below to ensure your form is accurately completed and submitted.

Follow the steps to accurately complete your online form

  1. Click ‘Get Form’ button to obtain the form and open it in the editor.
  2. Begin by entering your plan information. Fill in the 'Plan Name' and 'Plan No.' fields completely.
  3. Provide your participant information. Enter your full name as 'Participant Name (Last, First, Middle Initial)', along with your Social Security Number.
  4. Fill out your resident address. Ensure to include your street address, city/town, state, and zip code. Note that both a street address and a P.O. Box are required by U.S. tax laws.
  5. Input your work telephone number and extension, if applicable. Please also include your work location information.
  6. Select your policy options. Choose one of the options provided regarding your life insurance policy deferrals by checking the appropriate box.
  7. Sign the form. Certify that you have read and understood the proposed changes by providing your signature and the date of signing.
  8. Review all the information entered to ensure it is correct and complete. Make any necessary edits.
  9. Save your changes, download, print, or share the form as needed before forwarding it to Monumental Life Insurance Company.

Complete your life insurance service request by filling out the form online today.

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A death benefit is a payout to the beneficiary of a life insurance policy, annuity, or pension when the insured person or annuitant dies. Beneficiaries must submit proof of death and proof of the deceased's coverage to the insurer to receive the benefit.

In most cases, you can get a lump-sum death payment if you were living in the same household when your spouse died. If you were living apart, you may still qualify for the lump sum death payment if, during the month they died, you met one of the conditions below: You were already getting benefits on their record.

It can take up to a year for a retirement fund death benefit to be paid out, as the trustees must ensure that all financial dependents are provided for.

Depending on the insurer, a life insurance payout can typically be distributed in three ways: in the form of a lump sum, via a life insurance annuity, or through a retained asset account.

Is Cash Surrender Value Taxable? Generally, the cash surrender value you receive is tax-free. This is the case, because it's a tax-fee return of the principal of the premiums you paid.

Generally, life insurance proceeds you receive as a beneficiary due to the death of the insured person, aren't includable in gross income and you don't have to report them. However, any interest you receive is taxable and you should report it as interest received.

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