Assignment of benefits 2025

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.
3. Fill in the name of the deceased individual along with their Social Security Number and date of death.
4. List each policy number and corresponding amount you wish to assign. Ensure accuracy for proper processing.
5. Indicate the funeral home’s name that has provided services, confirming they have delivered all necessary services and merchandise.
6. Specify the dollar amount you are assigning to the funeral home from the policy proceeds.
7. Sign and date the form where indicated, ensuring your signature matches your printed name.
8. Complete any notary requirements by having a notary public witness your signature and fill out their section.

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