Get Gc 1362 Atena Forms

Filling out the Gc 1362 Atena Forms online is a straightforward process, but it is essential to ensure accuracy to facilitate the timely processing of your designation of beneficiary. This guide will walk you through each component of the form, providing clear instructions to help you complete it effectively.

Follow the steps to accurately complete your Gc 1362 Atena Forms.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Fill in the group policyholder name and group policy number accurately. This information is usually provided by your employer or insurance provider.
3. Enter the employee or retiree's name and address, followed by their social security number. Ensure that this information matches the official documents to avoid any processing issues.
4. Designate the beneficiaries by providing their names, addresses, and relationships to you. Include the gender of each beneficiary to ensure clarity.
5. For each beneficiary, input their social security number and date of birth in the designated fields. This information is necessary for proper identification.
6. Specify the percentage of benefits each primary beneficiary will receive, ensuring that the total does not exceed 100%. If there are contingent beneficiaries, identify them and follow a similar procedure.
7. If applicable, complete the spousal consent section if you are in a community property state. It is advisable to have your spouse sign this section to waive any legal claims they may have on the benefits.
8. Review all entered information carefully for accuracy and completeness. Corrections can be made by crossing out the erroneous information, adding the correct details, and initialing the changes.
9. Once everything is verified, you may save your changes, download the form, print it for your records, or share it as needed.

Start filling out your Gc 1362 Atena Forms online today to ensure that your beneficiary designations are accurately recorded.