Get Beneficiary Statement

Filling out the Beneficiary Statement online is a straightforward process designed to ensure accurate information for claims. This guide provides step-by-step instructions to help you navigate each section of the form effectively.

Follow the steps to complete the Beneficiary Statement online.

1. Click ‘Get Form’ button to access the Beneficiary Statement and open it in your online editor.
2. Begin with Section 1, where you will enter the name of the deceased along with their date of birth. Ensure all details are accurate as this information is necessary for processing the claim.
3. Proceed to Section 2 to provide your information as the beneficiary. Indicate your relationship to the deceased and select the appropriate capacity in which you are claiming the proceeds. Complete the name, date of birth, and residential address of the beneficiary.
4. If you select Direct Deposit in Section 2, move to Section 3. Here, provide information about the financial institution, account number, and routing number. Ensure that you authorize Thrivent Financial to make electronic deposits.
5. Next, navigate to Section 4 regarding Tax Withholding. Choose whether to withhold federal or state taxes and indicate the amount if applicable. If you choose to leave this section blank, the default tax withholding will apply.
6. Finally, in Section 5, certify your Taxpayer Identification Number by signing the form and providing your details, including the capacity in which you are identifying yourself.
7. Once all sections are completed, you can save your changes. Be sure to download and print the Beneficiary Statement for your records or share it as necessary.

Complete your Beneficiary Statement online today to ensure timely processing of your claims.