
Group Policy #: _____________________ Insured’s Name______________________________________________________________ Certificate Number: __________________ This applies to my: □ Term Life □ Accidental Death □ Both Life and Accidental Death Impor.
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How to fill out the NY C-BEN online
This guide provides clear and comprehensive instructions on completing the NY C-BEN online. Whether you are a first-time user or need a refresher, this step-by-step approach will assist you in effectively filling out the form.
Follow the steps to successfully complete the NY C-BEN form.
- Press the ‘Get Form’ button to access the form and open it in the appropriate online editor.
- Fill in the group policyholder name and group policy number at the top of the form. Ensure that you accurately enter the information as it appears on your policy documents.
- Provide the insured's name and certificate number in the designated fields. Ensure clarity in spelling to avoid any complications with processing.
- Indicate which type of coverage this request applies to by checking the appropriate box: Term Life, Accidental Death, or Both.
- Enter the identifying information for each beneficiary you wish to designate. Include the beneficiary's full name, relationship to the insured, address, date of birth, social security number, and phone number. If the address and phone number are the same as the insured member, you can check the corresponding box.
- For each beneficiary, specify the percentage share of benefits they are to receive. Ensure that the total percentages for all primary beneficiaries add up to 100%.
- If you need to designate more beneficiaries than there is space for on the form, please attach a separate sheet with their detailed information and your signature.
- After all fields are completed, the insured member or previously designated non-insured owner must provide their signature and the date of signing to finalize the request.
- Review all provided information for accuracy before submitting the request. Once confirmed, you can save changes, download a copy, print the completed form, or share it as needed.
Complete your NY C-BEN form online today for easy and efficient document management.
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