Beneficiary On Death
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If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.
We protect your documents and personal data by following strict security and privacy standards.
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FAQ
To name a primary beneficiary: Check the box that indicates the beneficiary's relationship to you. For each individual you designate, enter the full name, share, address, and date of birth or Social Security number (SSN) or other tax ID (such as an Employer Identification Number (EIN)).
Spouse, partner, children, parents, brothers and sisters, business partner, key employee, trust and charitable organization.
Write only one beneficiary on each line. Make sure that you write the full names of all beneficiaries. For example, if you name you children as beneficiaries, DO NOT merely write ?children? on one of the lines; instead write the full names of each of your children on separate lines.
If you're naming only one primary beneficiary, put 100% in the percent column. If you're naming more than one primary beneficiary, you must indicate what percentage each is to receive.
If you decide to have more than one beneficiary, you will allocate a percentage of the death benefit for each, so that the total allocation equals 100%. A simple example of this would be allocating 50% to your partner, and 25% to each of your two children, for a total of 100%.