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Get Wi Northwestern Mutual Form 90-1197 2007
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How to fill out the WI Northwestern Mutual Form 90-1197 online
Filling out the WI Northwestern Mutual Form 90-1197 online is a straightforward process aimed at designating beneficiaries for death proceeds. This guide will lead you through each section of the form, ensuring you provide accurate and complete information.
Follow the steps to complete the form efficiently.
- Click ‘Get Form’ button to access the form and open it in your chosen digital editor.
- Begin by entering your application or policy number(s) and the insured name(s) at the top of the form. This information is crucial for identification purposes.
- Complete the direct beneficiaries section. For each beneficiary, provide their first name, middle initial, last name, relationship to the insured, and date of birth in the specified format (MM/DD/YYYY). Ensure all fields are adequately filled as this designation is required.
- If applicable, check the box to provide for children of a deceased direct beneficiary, using the 'Per Stirpes' option as defined in the Additional Beneficiary Provisions.
- Move on to the contingent beneficiaries section, which is optional. Repeat the same process as in step 3 for these beneficiaries, including their full name, relationship, and date of birth.
- Similar to step 4, check the appropriate boxes to include all children of the insured as contingent beneficiaries or to apply the 'Per Stirpes' option.
- Complete the further payees section, providing the same information as before if applicable. This section is also optional.
- If you choose to defer payment, specify the number of days for deferral (not exceeding 180 days) in the designated area.
- Sign and date the form where indicated. If a business, entity, or trust is the owner, the authorized representative must print their name below their signature.
- If needed, include the witness signature as required for specific state regulations, ensuring the witness is not a beneficiary.
- After completing the form, review all entries for accuracy. You can then save changes, download, print, or share the form as required.
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In the WI Northwestern Mutual Form 90-1197, when indicating the beneficiary type, specify whether the beneficiary is an individual or an organization. If you select an individual, provide their full name and relationship to you. If it's an organization, include the complete legal name. This clarity helps prevent any confusion during claims processing, ensuring that your intentions are honored.
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