Assignment of benefits 2026

1. Click ‘Get Form’ to open the assignment of benefits document in the editor.
2. Begin by entering your name as the beneficiary or assignee in the designated field. This identifies you as the individual entitled to the policy proceeds.
3. Fill in the name of the deceased along with their Social Security Number and date of death. This information is crucial for verifying the policy details.
4. List each policy number and corresponding amount that you wish to assign. Ensure accuracy to avoid any processing delays.
5. Specify the funeral home’s name that provided services, along with the total amount you are assigning from the policy proceeds.
6. Sign and date the form at the bottom, confirming your authorization for payment to be made directly to the funeral home.
7. If required, have a notary public witness your signature and complete their section for validation.

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