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DEATH CLAIM REQUEST INSTRUCTIONS 2026
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- Click ‘Get Form’ to open the DEATH CLAIM REQUEST INSTRUCTIONS in the editor.
- Begin by filling out the 'Plan Information' section, including the Plan Name and Plan Number. Ensure accuracy as this information is crucial for processing your claim.
- In the 'Deceased Participant Information' section, enter the participant's name, Social Security Number (SSN), date of death, and date of birth. Remember to attach a copy of the death certificate.
- Complete the 'Beneficiary Information' section by providing your details, including your relationship to the deceased and your Taxpayer Identification Number (TIN).
- Select your preferred withdrawal option in the 'Withdrawal Elections' section. Carefully read each option to ensure you choose one that aligns with your needs.
- Review all sections for completeness and accuracy. Any changes must be initialed to avoid delays in processing.
- Once completed, submit the form along with any required documentation through our platform for efficient processing.
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