Get Alberta Health Services Beneficiary Designation - Hbta Benefits

Filling out the Alberta Health Services Beneficiary Designation form is an important step in ensuring your life insurance and accidental death benefits are assigned to the appropriate recipients. This guide provides clear instructions on how to expertly complete the form online.

Follow the steps to accurately complete your beneficiary designation form

1. Use the ‘Get Form’ button to access the document and open it in the online editor.
2. In the General Enrollment Information section, fill in your plan member name, employee number, and other required details clearly and accurately.
3. In the Beneficiary Designation section, designate your primary beneficiary or beneficiaries. Ensure you indicate their names and the percent allocation of the benefits assigned to each.
4. If you wish to appoint a trustee for a minor or person lacking legal capacity, complete the Trustee Appointment section clearly with the trustee's information.
5. If applicable, fill out the Contingent Beneficiary Designation section to specify alternate beneficiaries who will receive benefits if the primary beneficiaries are not available.
6. Review the privacy information section to understand how your personal data will be handled by the insurance providers.
7. In the Authorizations and Declarations section, sign and date the form in ink, confirming the accuracy of the information provided.
8. Once all sections are completed and reviewed for accuracy, save your changes, download, print, or share the completed form as required.

Complete your beneficiary designations online today to ensure your preferences are recorded.