03783-33 CL Life Beneficiary SPECIAL.indd 2026

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  1. Click ‘Get Form’ to open the document in the editor.
  2. Begin by filling out the 'Deceased name in full' section, ensuring you include any other names they may have been known by.
  3. Provide the deceased's address, date of birth, and date of death. Make sure these details match any official documents to avoid delays.
  4. In the 'Beneficiary’s Statement' section, enter your name, Social Security number, and relationship to the deceased. Your signature is required for validation.
  5. If applicable, include information about any witnesses who can verify your claim. Their signatures and addresses are also needed.
  6. Review all entries for accuracy before submitting. Use our platform's features to save or print a copy for your records.

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AM Best has placed under review with developing implications the Financial Strength Rating of B++ (Good) and the Long-Term Issuer Credit Rating of bbb+ (Good) of CL Life and Annuity Insurance Company (CL Life) (Fort Worth, Texas).
Primary beneficiaries are first in line to inherit assets from your estate. These assets vary and may include funds in a living trust, a life insurance payout, or retirement plans. Primary beneficiaries are often those closest to you, such as your spouse.
Secure Your Retirement Without Hidden Fees New York Life: Most Trusted by Consumers. Allianz: Top Growth Protection Balance. Nationwide: Top Annuity Variety. Lincoln Financial: Best for Retirement Income. Best Variable Annuity.

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