Get Beneficiary Update Form - Guardian Group

Filling out the Beneficiary Update Form is an important step in ensuring that your chosen beneficiaries are appropriately designated for your Group Life and Pension plan. This guide will help you navigate each section of the form with clarity and ease, allowing you to update your beneficiary information online confidently.

Follow the steps to complete your Beneficiary Update Form online.

1. Press the ‘Get Form’ button to access the Beneficiary Update Form and open it for editing.
2. In the designated field, enter the full name of the member along with their date of birth, structured as day, month, and year.
3. Provide the full home address of the member in the specified area.
4. Indicate the name of the Group Life/Pension Plan for which this beneficiary designation is being made.
5. Revoking any previous designations, start listing your preferred beneficiary(ies) by stating their full name, relationship to the member, and the percentage of benefits allocated to them. If there are multiple beneficiaries, ensure you specify the percentage for each.
6. If applicable, designate a trustee by clearly stating their name, especially if any beneficiary is under the age of 18.
7. For each beneficiary, enter their date of birth and confirm their relationship to you.
8. Sign the document by writing your name and date, along with providing the location of signing.
9. After completing the form, you can save changes, download, print, or share the completed document as needed.

Take the next step in securing your beneficiary designations by completing your form online today.