How to use or fill out military beneficiary form with our platform
- Click ‘Get Form’ to open the military beneficiary form in the editor.
- In Section I, provide your member information. Indicate whether this is a new form or a beneficiary change, and fill in your last name, first name, previous name (if applicable), address, social security number, date of birth, employer, telephone number, and marital status.
- Choose either Section II or III for beneficiary information. In Section II, list your single beneficiary's details if you want them to have the option for a lump sum or monthly benefit. In Section III, list your beneficiary if you are opting out of that option.
- Complete Section IV by signing the form in front of a Notary Public. Ensure all information is accurate to avoid rejection.
- If married, have your spouse complete Section V in the presence of a Notary Public as well.
- Once completed and notarized, return the form to the specified address provided on the document.
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