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- Click ‘Get Form’ to open it in the editor.
- Begin by filling out Section I, which includes your personal information such as name, address, and Social Security number. Ensure all details are accurate.
- In Section II, designate your primary and contingent beneficiaries. Specify their relationship to you and the percentage of benefits they will receive.
- Proceed to Section III to indicate your planned premium payments. Choose how often you want to pay (monthly, quarterly, etc.) and allocate your premiums among the different interest accounts.
- Review Section IV for the plan selected and confirm that it aligns with your retirement goals.
- Finally, sign and date the application in Section XI. Make sure to read through any acknowledgments or disclosures before submitting.
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