Get Accumulation Under Your Annuity(biesb) As A Death Benefit If You Die Before You B

Filling out the Accumulation Under Your Annuity (biesb) As A Death Benefit form is a crucial step in ensuring your beneficiaries are properly designated. This guide provides step-by-step instructions to help you complete the form accurately and efficiently online.

Follow the steps to accurately fill out your death benefit designation form.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Begin by providing your personal details as the policyholder. This includes entering your policy number(s), the insured person's name, and their Social Security number.
3. Next, designate your primary beneficiary or beneficiaries. For each primary beneficiary, provide their full name and address, percentage of the benefit they will receive (ensure it totals 100%), their date of birth, relationship to you, and Social Security number.
4. If applicable, designate your contingent beneficiary or beneficiaries following the same format as for primary beneficiaries. Ensure that the total percentage for contingent beneficiaries also totals 100%.
5. Review the statement that indicates this beneficiary designation revokes all prior revocable beneficiary designations.
6. Indicate the date and provide your signature as the insured individual at the bottom of the form.
7. Finally, ensure that the completed form is saved. You may download, print, or share the form as necessary. Remember, the completed form must be retained by the policyholder and submitted to the necessary insurance company as part of the claims process.

Complete your beneficiary designation today to secure peace of mind for your loved ones.