North carolina designation of beneficiary form 2026

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The document outlines the procedures for designating beneficiaries for life insurance policies with Manulife Financial. It includes instructions for completing the beneficiary designation form, details on revocable and irrevocable designations, and provisions regarding primary and contingent beneficiaries. The document emphasizes the need for original signatures and provides guidelines for handling minor beneficiaries and trusts.

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Click ‘Get Form’ to open the North Carolina Designation of Beneficiary form in our platform.
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.
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.
Repeat step 3 for Contingent Beneficiaries, specifying their details in case primary beneficiaries are unavailable.
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.
Finally, sign and date the form at the bottom. If there are irrevocable beneficiaries, ensure they also sign as required.

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