Get G-13117. Beneficiary Form
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How to fill out the G-13117. Beneficiary Form online
Filling out the G-13117. Beneficiary Form online is a crucial step in designating the individuals or entities that will receive benefits under your life insurance policy. This guide provides a clear and straightforward approach to completing the form accurately and efficiently.
Follow the steps to successfully complete the G-13117. Beneficiary Form.
- Use the ‘Get Form’ button to obtain the G-13117. Beneficiary Form and open it in your preferred editor.
- Indicate whether the beneficiary designation applies to all policies or specify which type of insurance policy is being addressed—Basic Life, Supplemental, Voluntary Term Life, or Accidental Death and Dismemberment (AD&D). You may also list other policies where applicable.
- Provide the Group Policy or Participating Unit Number as well as the name of the Group Policyholder or Participating Unit.
- Enter the name of the Insured Person along with their Social Security Number and Date of Birth.
- In the section for Primary Beneficiary(ies), list the name, relationship to the insured, address, date of birth, social security number, and the percentage of the benefit for each primary beneficiary. Ensure that the total percentage equals 100%.
- For Contingent Beneficiary(ies), repeat the process of entering their name, relationship, address, date of birth, social security number, and percentage, ensuring the total also equals 100%.
- Review the agreement section that states the beneficiary designation will take effect once it is received and acknowledged by American United Life Insurance Company. Ensure you understand this provision.
- Sign and date the form where indicated, and provide your printed name.
- A witness must also sign the form, including their printed name and date. If applicable, a spouse’s signature may be required, especially if you live in a community property state.
- Finally, save your changes, and choose to download, print, or share the completed form as necessary.
Start completing your G-13117. Beneficiary Form online today for peace of mind.
Write only one beneficiary on each line. Make sure that you write the full names of all beneficiaries. For example, if you name you children as beneficiaries, DO NOT merely write children on one of the lines; instead write the full names of each of your children on separate lines.
Fill G-13117. Beneficiary Form
Products and financial services provided by. Person for the policy(s) indicated. Use this form to name the persons or entities you want to receive your life insurance proceeds after your death. Things to know before you begin. This form allows members, retirees, survivors, legal-order payees and those separated from service to name or update their benefit recipients. This form allows you to name up to three principal and three contingent beneficiaries.
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