Get Foresters Financial 100304 2022-2025

Completing the Foresters Financial 100304 form online is a straightforward process. This guide provides you with clear, step-by-step instructions to ensure you accurately fill out the beneficiary change form.

Follow the steps to successfully complete your form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online platform.
2. Begin by entering your certificate number in the designated field at the top of the form. This number is essential for identifying your account.
3. Fill in the Certificate Owner Information section. Include your full name (first, middle initial, and last), date of birth (mm/dd/yyyy), address, and primary phone number. If the insured was a minor when the certificate was issued, attach a government ID.
4. Move to the Beneficiary Designation section. Here, you will list both primary and contingent beneficiaries. Ensure that the total for primary beneficiaries equates to 100%, and do the same for contingent beneficiaries.
5. For each primary beneficiary, provide their name, social security number (for California, New York, or South Dakota residents), date of birth, address, phone number, and their share percentage. Indicate if their designation is revocable or irrevocable.
6. Repeat the same details for each contingent beneficiary. Ensure their total share percentage also sums to 100%.
7. If you have attached a letter of direction with additional instructions, check the provided box at the bottom of the beneficiaries section.
8. Review the Agreements and Authorizations section. Ensure you understand and agree to the changes you are requesting, including any necessary explanations for minor beneficiaries.
9. Proceed to the Signature Section. Sign and date the form as the Certificate Owner. If applicable, have irrevocable beneficiaries also sign the form.
10. Finally, a witness must sign the form. Ensure they meet the criteria outlined in the Witness section. This includes being over the age of majority and not being related or a beneficiary.
11. Once all sections are completed and signed, save any changes made to the form, and you may also download, print, or share it as needed.

Start completing your Foresters Financial 100304 form online today to make your beneficiary changes easily.