Get Beneficiary Designation At A Coverage Level - Repsource - Manulife Bb

Filling out the Beneficiary Designation At A Coverage Level form is an important step in ensuring that your intended beneficiaries are recognized in your insurance policy. This guide provides a clear, step-by-step approach to help you complete the form accurately and efficiently.

Follow the steps to complete your beneficiary designation form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editing tool.
2. Enter the general information by providing your application number or policy number in the designated field.
3. In section 2a, provide the name of the insured person, ensuring to include their first name, middle initial, and last name. Then select the coverage number from the policy information.
4. List the names of your beneficiaries in section 2a and specify their share of the coverage. Ensure that the total percentage equals 100%. If applicable, note their relationship to the insured person.
5. If you have a second designation, repeat the process in section 2b by providing the necessary information for another beneficiary.
6. If any beneficiary is a minor, complete the trustee section, indicating the trustee's name, their relationship to the beneficiary, and any trust agreement details if applicable.
7. Proceed to the signatures section. Make sure to sign, and if necessary, include the witness's signature. If you are representing a corporation, ensure you provide the required corporate signatures and any needed titles.
8. Review all information provided for accuracy. Initial any corrections made on the form.
9. Once all sections are completed, save your changes and choose your preferred option to download, print, or share the completed form.

Complete your beneficiary designation form online today to secure your peace of mind.