Beneficiary Form 2025

1. Click ‘Get Form’ to open the Beneficiary Form in the editor.
2. Begin by entering the Group Policy Number at the top of the form. This is essential for identifying your policy.
3. Next, fill in the Insured’s Name and Certificate Number. Ensure accuracy as this information links directly to your policy.
4. Indicate the new beneficiary's full name and relationship to the insured. For example, write 'Jane Doe, Wife' instead of 'Mrs. John Doe' for clarity.
5. If the beneficiary's address differs from that of the insured, provide it in the designated field.
6. For a name change request, select the reason for the change and fill in both your former and present names.
7. Finally, ensure that both the Insured’s signature and a witness signature (someone other than the beneficiary) are included before submitting.

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