Rep Number 2026

1. Click ‘Get Form’ to open the Rep Number document in the editor.
2. Begin by entering your Owner Information. Fill in your First Name, Middle Initial, Last Name, and Tax I.D. (SSN or TIN) in the designated fields.
3. If applicable, provide Co-owner information by filling out their First Name, Middle Initial, and Last Name.
4. Next, move to the Beneficiary Designation section. For each Primary Beneficiary, enter their First Name, Middle Initial, Last Name, Relationship to you, Percentage of benefit (%), Social Security Number (SSN), and Date of Birth.
5. Repeat step 4 for any additional beneficiaries you wish to designate. Ensure that the total percentages equal 100%.
6. Review the Owner Acknowledgements section carefully. Once satisfied, sign and date where indicated for both Owner and Co-owner.

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