Life insurance forms pdf 2026

1. Click ‘Get Form’ to open the Death Benefit Proceeds Form in the editor.
2. Begin by filling in the policy number(s) under which you are making a claim. This is essential for processing your request.
3. In Section 2, provide the deceased's information, including their name, date of birth, and date of death. Ensure accuracy as this information is critical.
4. Move to Section 3 to indicate your capacity as a beneficiary. Choose from options like Individual Beneficiary or Custodian/Guardian and enter your Social Security Number if applicable.
5. In Section 5, select your preferred payment option for the death benefit proceeds. Options include Lump Sum Check or Settlement Alternatives.
6. Complete Section 6 regarding tax withholding preferences. Make sure to check the appropriate boxes based on your situation.
7. Finally, sign and date the form in Section 7 to certify that all provided information is accurate and complete.

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