Get Beneficiary Statement Beneficiary Statement

Completing the Beneficiary Statement online can seem overwhelming, but with the right guidance, you can navigate the process with confidence. This document is essential for claiming benefits from Thrivent Financial, and following the steps outlined below will help ensure you accurately fill out the necessary sections.

Follow the steps to successfully fill out the Beneficiary Statement online.

1. Press the ‘Get Form’ button to access the Beneficiary Statement, opening it in your preferred format for online completion.
2. Begin with Section 1, entering the deceased individual’s full name, date of birth, and any applicable suffix.
3. Proceed to Section 2, where you will provide the beneficiary information. Indicate your claiming capacity by selecting one option and filling in the beneficiary's details, including their name, relationship to the deceased, contact information, and date of birth.
4. Complete Section 3 by detailing the distribution options, ensuring to select the appropriate options based on the contract type. Check the necessary boxes for spousal benefits or other desired payouts.
5. If choosing direct deposit in Section 4, fill in your bank details, such as account owner name, account number, financial institution name, and transit number.
6. In Section 5, specify any settlement options you are electing and provide the required signatory information if applicable.
7. Review and confirm the information in Section 7, understanding that you are selecting from existing contracts and acknowledging that tax implications may apply.
8. Sign and date the required agreements in Section 8, confirming that all information is accurate to the best of your knowledge.
9. Ensure that any last checks or special instructions are noted in Section 11, if applicable.
10. Once all sections are completed, save your changes and prepare to send. Options will typically include downloading, printing for your records, or sharing the completed Beneficiary Statement.

Complete your Beneficiary Statement online today to ensure your claim is processed smoothly.