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Affidavit of legal beneficiaries

Affidavit of beneficiary form 2026

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The document is a notarized affidavit form for preference beneficiaries of a deceased individual, administered by various insurance companies. It is to be used when no beneficiary was designated or no designated beneficiary survived the deceased. The form outlines the classes of surviving relatives who can complete it, including spouses, children, parents, siblings, and executors. It requires personal information about the deceased and the affiant, along with notarization.

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Click ‘Get Form’ to open the affidavit of beneficiary form in our editor.
Begin by entering the name of the deceased and their policy number at the top of the form.
Select your relationship to the deceased from the provided options: widow/widower, child, parent, brother/sister, or executor/administrator. Fill in your name, address, and date of birth in the corresponding fields.
If applicable, list any other beneficiaries or relationships in section 6. Ensure all details are accurate and complete.
Once all sections are filled out, review your entries for accuracy. Remember that this affidavit must be notarized; you can easily add a signature field using our platform.
Finally, save your completed document and share it as needed. You can also print it directly from our editor for notarization.

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What is a preference beneficiary?

Wording in a life insurance policy that states if there is not a specific beneficiary named, that the insurance company will pay the proceeds according to a list of people included in the policy, in a stated order.

What is a beneficiary form?

Beneficiary designations allow you to transfer assets directly to individuals, regardless of the terms of your will. Beneficiary designations are often made when a financial account, retirement account, or life insurance policy is established. But, these designations should be reviewed periodically.

What is a preference beneficiary affidavit?

This affidavit is to be used if there is no surviving beneficiary designated by the above-named person. It is to be completed only by the deceaseds widow or widower, if surviving. Otherwise, by a child of the deceased, if any survives.

What is the purpose of a beneficiary form?

Youll need to provide specific details about the beneficiary, such as the beneficiarys name, date of birth, country of citizenship, relationship to account holder and either the beneficiarys Social Security number (SSN)/tax identification number (TIN) or complete address.

What is needed to make someone a beneficiary?

To name an individual as a beneficiary, you generally need to provide their full legal name and date of birth so they can be contacted and verified before they can receive your account funds or life insurance death benefit.

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How to complete a beneficiary form?

Write the names of the first beneficiary(ies) you would like to receive your benefit after you die. You may name an individual(s), entity (such as a charity, business, religious organization, funeral home, etc.), trust, or estate. You may name more than one.