Life Insurance Beneficiary Designation Form - Anthem: Fill out & sign online

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Click ‘Get Form’ to open the Life Insurance Beneficiary Designation Form in the editor.
Begin by entering the 'Name of Insured' and their 'Social Security No.' in the designated fields. If the policyowner differs from the insured, provide their details as well.
Fill in the 'Name of Employer/Group' and 'Policy/Certification No.' if applicable. This information helps identify your policy accurately.
Designate your Primary Beneficiaries by entering their names, addresses, dates of birth, relationships to you, social security numbers, and the percentage of proceeds they will receive. Ensure total percentages equal 100%.
If necessary, list Contingent Beneficiaries using the same format as above. These individuals will receive benefits if no Primary Beneficiaries survive.
Finally, sign and date the form at the bottom. If required, include your spouse's signature if they are not a Primary Beneficiary in a community property state.

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How to fill out a beneficiary form for life insurance?

Primary Beneficiaries Write the names of the first beneficiary(ies) you would like to receive your benefit after you die. You may name an individual(s), entity (such as a charity, business, religious organization, funeral home, etc.), trust, or estate. You may name more than one.

How to claim life insurance as a beneficiary?

When you contact the insurer or start an online claim process, youll want to have the following information handy: The insureds full name. The insureds date of birth. The insureds state of residence. The insureds policy number or numbers. The insureds date and cause of death. A copy of the insureds death certificate.

How to fill up a beneficiary form?

5 Ways You Can Fill Out a Beneficiary Designation Form (and Who You Can Nominate!) Name an Individual (Primary Beneficiary and Contingent Beneficiary) Best for: naming a spouse, children, or other loved ones. Divide Among Multiple Individuals. Name Your Trust as the Beneficiary. Name a Charity. Mix and Match!

What is a beneficiary information example?

For example, if you have minor children, you may choose to establish a trust and name it as the beneficiary of your life insurance policy. If you were to pass away, then the policys death benefit would be paid to the trust.

How to fill out a life insurance beneficiary form?

Your primary beneficiary is first in line to receive your death benefit. If the primary beneficiary dies before you, a secondary or contingent beneficiary is the next in line. Some people also designate a final beneficiary in the event the primary and secondary beneficiaries die before they do.