Get Beneficiary Change Form - Heb Manitoba

Completing the Beneficiary Change Form for HEB Manitoba is a crucial step in ensuring your life insurance beneficiaries are properly designated. This guide provides clear, step-by-step instructions to help you fill out the form accurately online.

Follow the steps to fill out the form correctly.

1. Press the ‘Get Form’ button to access the form and open it in your online editor.
2. Begin by filling out Section 1, Employee Information. Clearly print your last name, first name, middle initial, and address. Additionally, provide your employee Social Insurance Number (SIN), date of birth, and gender.
3. Proceed to Section 2, Employment Information. Here, enter the employer name and employer number as requested.
4. In Section 3, Change in Beneficiary Designation, sign the form to revoke any previous beneficiary designations. Then, designate your primary beneficiary or beneficiaries by including their last name, first name, middle initial, relationship to you, and the percentage of shares (ensuring it adds up to 100%).
5. If you have any contingent beneficiaries, complete the same fields as for primary beneficiaries in the designated area for contingent beneficiaries, indicating shares as well.
6. Should you need to appoint a Trustee for any minor or legally incapacitated beneficiaries, fill out the Trustee's name and relationship to you in the appropriate fields.
7. Complete Section 4 by signing and dating the form. Ensure you acknowledge that the designation won’t automatically change due to future life events such as marriage or divorce.
8. Finally, save your changes, download the form, and print it. Once completed, submit the signed and dated form to HEB Manitoba at the specified address.

Complete your documents online today to ensure your beneficiaries are designated properly.