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Transfer on Death Plan Kit 2026
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- Click ‘Get Form’ to open the Transfer on Death Plan Kit in the editor.
- Begin by entering the policy number(s) and the insured's name in the designated fields. Ensure accuracy as this information is crucial for processing.
- Fill out the owner’s name(s) and their Social Security Number or Taxpayer Identification Number. This identifies who holds the policy.
- In the beneficiaries section, provide each beneficiary's full name, Social Security Number, birth date, and relation to the insured. This information is mandatory for all beneficiaries.
- Specify shares for each beneficiary if applicable, along with their preferred settlement options from the provided list.
- Complete the signatures section by having all required parties sign and date the form. Remember that an irrevocable beneficiary must also sign if previously designated.
- Once completed, save your document and follow instructions to email or fax it to AAFMAA for processing.
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