Death claim request 2026

1. Click ‘Get Form’ to open the Death Claim Request in the editor.
2. 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.
3. 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.
4. Complete the 'Beneficiary Information' section. Specify whether you are an individual, trust, estate, or other entity. Provide all required details such as name, Taxpayer Identification Number (TIN), address, and relationship to the deceased.
5. Select your preferred withdrawal option in the 'Withdrawal Elections' section. Options include full cash distribution or partial cash distribution. Make sure to indicate any specific amounts clearly.
6. Review all sections for completeness and accuracy. Any changes must be initialed to avoid delays in processing.
7. Once completed, submit your form along with any required documentation via mail or fax as indicated at the end of the form.

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