Get Beneficiary Form

Completing the Beneficiary Form online is a straightforward process that ensures your life insurance proceeds are distributed according to your wishes. This guide will walk you through each section of the form step by step.

Follow the steps to complete your Beneficiary Form online easily.

1. Click 'Get Form' button to obtain the form and open it for filling out.
2. In Section I, provide your insured information. Fill in your customer number, employer name, first name, middle name, last name, address, city, state, date of birth, phone number, and either your SSN or employee ID number, as well as your ZIP code.
3. Move to Section II for Beneficiary Information. You must designate at least one primary beneficiary and ensure the total percentage for primary beneficiaries equals 100%. If you have additional beneficiaries, continue on a separate page.
4. For individual primary beneficiaries, enter their first name, middle initial, last name, relationship to you, date of birth, social security number, address, phone number, and their designated share percentage.
5. Repeat the process for any contingent beneficiaries in the same section, ensuring their total share percentage also equals 100%.
6. If designating a living trust or testamentary trust, fill in the relevant details including the trust name and trustee information, ensuring to specify the shares for primary and contingent beneficiaries.
7. For charity or organization beneficiaries, list the name of the charity, address, and share percentage. Do not use names of individuals associated with the organization.
8. In Section III, review the signing requirements. If you are completing this form as an agent, check the appropriate box and include the Power of Attorney documentation.
9. Finally, sign and date the form in the designated area stating you revoke any previous designations. Ensure all pages of the form are included.
10. Once completed, save your changes. You can download, print, or share the form as needed.

Start completing your Beneficiary Form online today to ensure your preferences are documented.