Get Beneficiary Certificate

Filling out the Beneficiary Certificate online is a crucial step in ensuring your desired beneficiaries are designated correctly. This guide will provide you with a clear, step-by-step process to assist you in completing the form accurately.

Follow the steps to fill out the Beneficiary Certificate effectively.

1. Press the ‘Get Form’ button to access the form and open it in your preferred document editor.
2. Begin by entering the certificate number at the top of the form.
3. Provide the name of the insured or annuitant in the designated field.
4. Indicate that you are revoking all former beneficiary designations and settlement options under the certificate by checking the appropriate boxes.
5. In the primary beneficiary section, enter the full name of the primary beneficiary or beneficiaries.
6. Specify the relationship of each primary beneficiary to the insured or annuitant in the corresponding field.
7. Fill in the address of each primary beneficiary, ensuring all information is complete and accurate.
8. In the contingent beneficiary section, enter the full name of the contingent beneficiary or beneficiaries.
9. Specify the relationship of each contingent beneficiary to the insured or annuitant similarly.
10. Provide the address for each contingent beneficiary as well.
11. Review your entries for any errors and ensure that the desired distribution of proceeds is accurately reflected.
12. Sign the form as the applicant and ensure that your signature is witnessed by a disinterested person.
13. Provide the date of signing and ensure all fields are completed before submission.
14. After filling out the form, save your changes, then download, print, or share the completed Beneficiary Certificate as needed.

Complete your Beneficiary Certificate online to ensure your wishes are accurately documented.