Unum beneficiary designation form 2026

1. Click ‘Get Form’ to open the unum beneficiary designation form in the editor.
2. Begin by filling out your personal information, including your name, address, and Social Security number. Ensure accuracy as this information is crucial for processing.
3. In Section A, list your primary beneficiaries. For each beneficiary, provide their name, date of birth, Social Security number, relationship to you, and the percentage of benefits they will receive. Remember that the total must equal 100%.
4. Next, include contingent beneficiaries in Section A. Follow the same format as for primary beneficiaries to ensure clarity and compliance with requirements.
5. Proceed to Section B and repeat the process for any voluntary life insurance policies you may have. Fill in all required fields accurately.
6. Finally, review all entries for completeness and accuracy before signing and dating the form at the bottom.

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