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Click ‘Get Form’ to open the 32bj life insurance document in the editor.
Begin with SECTION I - Insured Information. Fill in your Customer Number, Employer Name, and personal details including your First Name, Last Name, Address, Date of Birth, Phone Number, SSN, and ZIP Code.
Move to SECTION II - Beneficiary Information. Designate at least one primary beneficiary by filling out their details such as First Name, Last Name, Relationship to Employee, and percentage share. Ensure that the total percentages equal 100%.
If applicable, complete the Contingent Beneficiary section similarly. Remember that anyone listed as a primary cannot be listed as a contingent.
In SECTION III - Signature, ensure you sign and date the form. If completing as an agent under Power of Attorney, check the appropriate box and attach documentation.
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