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Get T5035-12-ms - Forethought Financial Group
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How to fill out the T5035-12-MS - Forethought Financial Group online
This guide provides clear instructions on how to fill out the T5035-12-MS form from Forethought Financial Group online. Follow each step to ensure accurate completion of the form, making the process smooth and efficient.
Follow the steps to complete your form with ease.
- Click ‘Get Form’ button to obtain the form and open it in your preferred digital editing tool.
- Begin with the Funeral Recipient section by entering the recipient's name, Social Security number, date of birth, phone number, and address. Ensure all required fields are filled.
- Proceed to the Purchaser section only if the Purchaser is different from the Funeral Recipient. Complete this with the Purchaser's name, Social Security number, phone number, and address.
- In the Funeral Provider section, provide the funeral home's contact information, including the firm number.
- Fill out the Funding Information section by detailing the funeral plan amount, selecting the payment plan, and indicating whether it is guaranteed or non-guaranteed.
- In the Signatures section, both the Purchaser and the Authorized Funeral Provider Representative must read the agreement and sign it to confirm acceptance of the terms.
Complete your forms online and secure your funeral planning efficiently.
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Forethought is licensed in 49 states (i.e., all states other than New York) and the District of Columbia as a life and annuity insurer. Forethought began issuing life insurance in 1985, initially focusing on pre-need life insurance, where it established and has maintained a leading market position.
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