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North carolina designation of beneficiary form 2026

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  1. Click ‘Get Form’ to open the North Carolina Designation of Beneficiary form in our platform.
  2. Begin by entering the Owner's full name and the Certificate/Policy Number at the top of the form. This identifies who is designating beneficiaries.
  3. In the Primary Beneficiary section, list each beneficiary's full name, relationship to the life insured, and percentage share. Ensure all names are printed clearly.
  4. Repeat step 3 for Contingent Beneficiaries, specifying their details in case primary beneficiaries are unavailable.
  5. If applicable, check the Minor Clause box and appoint a Trustee for any minor beneficiaries. Provide their full name and relationship to the life insured.
  6. Finally, sign and date the form at the bottom. If there are irrevocable beneficiaries, ensure they also sign as required.

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