How to use or fill out beneficiary form template with our platform
- Click ‘Get Form’ to open the beneficiary form template in the editor.
- Begin by filling out your Member Information. Enter your full name, SSN or Member ID, and current address clearly in ink.
- In the Primary Beneficiary Designation section, list one or more primary beneficiaries. Include their full legal names, Social Security Numbers, dates of birth, relationships to you, and addresses.
- If applicable, designate Contingent Beneficiaries by providing the same information as for primary beneficiaries. Remember that contingent beneficiaries will only receive benefits if all primary beneficiaries are unavailable.
- Finally, sign and date the form at the bottom. Ensure your signature is original as it is required for processing.
- Once completed, mail the form to EGID at the specified address provided in the instructions.
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