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01. Edit your beneficiary receipt and release form online
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02. Sign it in a few clicks
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03. Share your form with others
Send receipt and release form to beneficiaries via email, link, or fax. You can also download it, export it or print it out.
How to use or fill out form OMB 3208 with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by filling out Section A, which requires information about the insured. Enter the date of birth, name, and Social Security number. Indicate whether the insured is an employee, retiree, or compensationer by placing an 'X' in the appropriate box.
- Proceed to Section B to provide details about the beneficiary or beneficiaries. List each beneficiary's full name, Social Security number, address, relationship to the insured, and the percentage of benefits they will receive. Ensure that these percentages total 100%.
- In Section C, complete your statement as either the insured or assignee. Check the appropriate boxes and provide your signature along with the date. Remember that two witnesses must sign this section as well.
- Finally, review all sections for accuracy before submitting your completed form through our platform for processing.
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