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  • Gr-11927-6 Beneficiary Designation Form 07/2009

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Primary or contingent beneficiary(ies). List a person s full name (use proper name, not nickname), address, social security number and relationship to you. If the beneficiary is not related either by blood or marriage, insert the words, Not Related . If a religious or charitable institution is listed, include the institution s tax identification number. If you name more than one beneficiary it is understood that the beneficiaries listed and living at the time of your death will share e.

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How to fill out the GR-11927-6 Beneficiary Designation Form 07/2009 online

Filling out the GR-11927-6 Beneficiary Designation Form online is a straightforward process that allows you to designate beneficiaries for your group life insurance. This guide provides step-by-step instructions to ensure that you complete the form accurately and efficiently.

Follow the steps to fill out the GR-11927-6 Beneficiary Designation Form online

  1. Click the ‘Get Form’ button to access the form and open it in your preferred online editor.
  2. Begin by selecting whether this is an initial beneficiary designation or a change to a previous designation by checking the appropriate box.
  3. Input your name in the 'Employee Name' field and provide your 'Employee ID Number' and 'Social Security Number' as required.
  4. Fill in your current address in the 'Employee Address' section and include a contact 'Telephone Number'.
  5. State the 'Policyholder/Employer' name and enter the relevant 'Policy Number'.
  6. For primary beneficiaries, provide the required information, including the full name, date of birth, address, social security number, relationship to you, and benefit percentage.
  7. If you have contingent beneficiaries, repeat the process for them, ensuring to provide their information accurately as well.
  8. If necessary, use a separate sheet for any additional beneficiaries. Indicate 'See attached' on the form and ensure that this sheet is signed and dated by you.
  9. If applicable, complete the spousal consent section for community property states by having your spouse sign and date the required line.
  10. Finally, review all entered information for accuracy. You can then save changes, download, print, or share the form as needed.

Complete your GR-11927-6 Beneficiary Designation Form online today to ensure your beneficiaries are designated properly.

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Related content

GR-11927-6 Beneficiary Designation form 07/2009
The completion of this Beneficiary Form will revoke any previous beneficiary...
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GR-11927-6 Beneficiary Designation form 07/2009
The completion of this Beneficiary Form will revoke any previous beneficiary...
Learn more
GR-11927-6 Beneficiary Designation form 07/2009
The completion of this Beneficiary Form will revoke any previous beneficiary...
Learn more

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While a spouse generally cannot override a beneficiary on a bank account, it's vital to understand the specific laws and provisions that might affect your situation.

If you want the kids to be first in line, use primary. The joint account owner will retain ownership before beneficiaries.

The primary beneficiary is the person or persons selected to receive the death benefit (contributions and interest) in the event of your death. The contingent beneficiary is the person or persons selected to receive the benefit if the primary beneficiary is not alive at the time of your death.

Remember the following when completing your Beneficiary Designation form: Clearly identify your beneficiary(ies), providing each beneficiary's full name, date of birth, Social Security number, address, and relationship to you. You can name primary and contingent beneficiaries.

Most beneficiaries are revocable beneficiaries in that the policy owner can remove them or change their benefit allocation as they see fit. An irrevocable beneficiary is a beneficiary that cannot be removed or have their portion of the death benefit altered without their consent.

If you're married, your spouse would generally be the first beneficiary followed by your children as secondary beneficiaries, unless they are minors. In that case you would need to appoint someone to be a guardian for their funds until they reach the age of majority.

Usually, a parent will list the spouse as the main beneficiary. As for the contingent beneficiary, parents would like to name their children in the event something happened to both parents. Unfortunately, this practice of naming minors as account beneficiaries will cause many unintended consequences.

Typically, an insurer won't simply give your minor child the death benefit when you pass away. Instead, the court will likely need to appoint an adult custodian to manage the funds until the child becomes an adult. Unfortunately, this can be an expensive, time-consuming process.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate WorkFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232