FP Claims Checklist draft 3 2026

1. Click ‘Get Form’ to open the FP Claims Checklist draft 3 in the editor.
2. Begin by filling out the 'Contract Information' section. Enter the participant's name, group annuity contract number, social security number, and date of death accurately.
3. In the 'Beneficiary/Contingent Annuitant Information' section, select the appropriate options for relationship and gender. Provide their name, social security number or tax identification number, and address.
4. If applicable, complete the 'Additional Requirements' section based on your status as an estate or trust. Ensure all required documents are attached.
5. For delivery options, choose between mailing a check or opting for electronic funds transfer (EFT). Fill in your bank details if selecting EFT.
6. Complete the 'Tax Withholding' section if you are receiving periodic payments. Specify your federal and state withholding preferences.
7. Finally, review all entries for accuracy before signing in the 'Beneficiary/Contingent Annuitant Certification and Signature' section.

Start using our platform today to streamline your claims process effortlessly!