Get Svc-102-pl Beneficiary Change Request (must Return ...

Filling out the SVC-102-PL Beneficiary Change Request form online is a straightforward process that allows users to update their beneficiary information efficiently. This guide will walk you through each section of the form, providing clear instructions to ensure your submission is completed accurately.

Follow the steps to complete your Beneficiary Change Request online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your policy number and the insured’s name at the top of the form. This ensures that the request is linked to the correct policy.
3. In the 'Change of Beneficiary' section, specify your primary beneficiary by providing their full legal names, Social Security Number (SSN) or Tax Identification Number (Tax ID), date of birth (DOB), address, phone number, relationship to the insured, and the percentage of proceeds each will receive.
4. If you have multiple primary beneficiaries, use percentages to indicate how the proceeds will be divided. If no percentages are given, the proceeds are paid equally among surviving primary beneficiaries.
5. Include the contingent beneficiary information in the next section, following the same format as for the primary beneficiary. This ensures that, if the primary beneficiaries are not available, the proceeds will go to the contingent beneficiaries.
6. Indicate if you would like to include a common disaster clause. This clause specifies the payment process if a beneficiary dies simultaneously with the insured.
7. Sign the form where indicated. Ensure that you comply with the signature requirements, and if necessary, have the signatures witnessed by a disinterested party.
8. Review the completed form for accuracy. Once all necessary fields are filled out correctly, you can save changes, download, print, or share the completed form as needed.

Start filling out the SVC-102-PL Beneficiary Change Request form online today to ensure your beneficiary information is up to date.