Gr tr bene form 2026

1. Click ‘Get Form’ to open the gr tr bene form in the editor.
2. Begin with SECTION I - Insured Information. Fill in your Customer Number, Employer Name, and personal details including First Name, Last Name, Address, Date of Birth, Phone Number, and SSN or Employee ID Number.
3. Move to SECTION II - Plan Information. Select the applicable life insurance plans by checking either 'All group term life coverage currently in effect' or specific options like Basic Life or Supplemental/Optional Life.
4. In SECTION III - Beneficiary Information, designate at least one primary beneficiary. Ensure that the total percentage for primary beneficiaries equals 100%. Repeat this for contingent beneficiaries if necessary.
5. Complete SECTION IV - Signature by signing and dating the form. If you are signing as an agent under a Power of Attorney, check the appropriate box and attach relevant documentation.

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