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How to use or fill out insurance group beneficiary designation form with our platform
- Click ‘Get Form’ to open the insurance group beneficiary designation form in the editor.
- Begin by filling out the 'Insured Information' section. Enter your last name, first name, middle initial, social security number, and daytime telephone number.
- In the 'Beneficiary Information' section, indicate whether you are designating a beneficiary for the first time or changing a previous designation by checking the appropriate box.
- For primary beneficiaries, provide their full names (last, first, MI), addresses, birth dates, social security numbers, relationships to you, and the percentage share of benefits they will receive. Ensure that all percentages add up to 100%.
- Repeat step 4 for contingent beneficiaries if applicable. Remember that contingent beneficiaries only receive benefits if no primary beneficiaries are living.
- Review your entries for accuracy and completeness. Sign and date the form in the authorization section before submitting it.
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