Get Aetna Life Insurance Company Designation Of Beneficiary Please Keep A Copy For Your Records

Completing the Aetna Life Insurance Company Designation of Beneficiary form is an important step in ensuring that your benefits are distributed according to your wishes. This guide provides clear, step-by-step instructions for filling out the form online.

Follow the steps to successfully complete the form.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Fill in the group policyholder name and group policy number, which can typically be found on your benefit documentation.
3. Enter your name and address in the Employee/Retiree section. This identifies you as the individual submitting the form.
4. Provide your Social Security number to establish your identity and for processing purposes.
5. Indicate your beneficiaries by entering their names and addresses. You should list all primary beneficiaries in the designated fields.
6. Clarify the relationship of each beneficiary to you. This information is essential for ensuring clarity in distribution.
7. Include the Social Security numbers and dates of birth for each primary beneficiary. This information helps verify their identities.
8. If you have contingent beneficiaries, provide their names, relationships, Social Security numbers, and percentages if applicable.
9. If relevant, complete the spousal consent section if you reside in a community property state, ensuring to have your spouse's signature and date.
10. Review all the information for accuracy and completeness before finalizing the form.
11. Once completed, save your changes, download a copy of the form, and print it for your records.

Ensure your beneficiaries are properly designated by completing your form online today.