Get Samba Beneficiary Designation Form 2020-2026

Filling out the SAMBA Beneficiary Designation Form online is an essential step for ensuring your personal accident insurance beneficiaries are designated according to your wishes. This guide will provide you with clear, step-by-step instructions to successfully complete the form.

Follow the steps to accurately complete the SAMBA Beneficiary Designation Form.

1. Click ‘Get Form’ button to access the SAMBA Beneficiary Designation Form and open it in your preferred editor.
2. Begin by entering your personal information in the 'Member Information' section. Clearly type or print your last name, first name, middle initial, member ID or social security number, address, city, state, and zip code.
3. In the 'Beneficiary Information' section, read the instructions carefully. Here, you will designate your primary beneficiary or beneficiaries, and if needed, contingent beneficiaries. Ensure you understand the implications of naming irrevocable beneficiaries, and designate them accordingly if desired.
4. For each primary and contingent beneficiary, provide their full name and address. Specify the percentage of proceeds each beneficiary will receive. Ensure that the total adds up to 100% for both primary and contingent sections.
5. In the 'Authorization and Acknowledgment' section, confirm that you have read the policy details provided. This includes information about exclusions, limitations, and restrictions.
6. Sign and date the form in the indicated area. If you have designated an irrevocable beneficiary, their signature will also be required. Make sure to complete all necessary signatures before finalizing the form.
7. Once you have filled out the form completely, save your changes. You may also choose to download, print, or share the completed form as needed.

Complete your SAMBA Beneficiary Designation Form online today to ensure your preferences are documented.