Transfer on Death Plan Kit 2026

1. Click ‘Get Form’ to open the Transfer on Death Plan Kit in the editor.
2. 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.
3. Fill out the owner’s name(s) and their Social Security Number or Taxpayer Identification Number. This identifies who holds the policy.
4. 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.
5. Specify shares for each beneficiary if applicable, along with their preferred settlement options from the provided list.
6. 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.
7. Once completed, save your document and follow instructions to email or fax it to AAFMAA for processing.

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