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Drexel UniversityLife Benefit Summary Group Number: 00518932 About Your Benefits: Your family depends on you in many ways, and you've worked hard to ensure their financial security. But if something
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How to fill out life benefit summary

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How to fill out life benefit summary:

01
Start by gathering all the necessary information. This includes your personal details such as name, address, and contact information, as well as the policy number and the name of the insured person.
02
Next, carefully review the policy documents to understand the coverage and benefits provided. Take note of any specific instructions or requirements for filling out the life benefit summary.
03
Begin filling out the life benefit summary form by providing the basic details of the insured person, such as their full name, date of birth, gender, and social security number.
04
Proceed to enter the beneficiary information. This includes the full name, relationship to the insured, and contact details of the primary beneficiary. If there are multiple beneficiaries, provide their information as well.
05
Specify the type of benefit you are claiming. This could include death benefits, survivorship benefits, or any other type of benefit that is applicable based on the policy.
06
Provide the details of the life insurance policy, such as the policy number, issue date, and the name of the insurance company.
07
Indicate the date of the insured person's death, if applicable. If the insured is still alive, leave this section blank.
08
Include any additional information requested on the form, such as details of any other existing life insurance policies or any additional documentation required to process the claim.

Who needs life benefit summary:

01
Individuals who have a life insurance policy in their name will need to fill out a life benefit summary. This includes both the policyholder and the insured person.
02
Beneficiaries of the life insurance policy will also need to provide their information when filling out the life benefit summary.
03
Insurance agents and representatives involved in processing the life insurance claim may require a life benefit summary to accurately assess the claim and determine the rightful beneficiaries.
It is important to consult the specific instructions provided by the insurance company or seek assistance from a professional if you have any doubts or questions about filling out the life benefit summary accurately.

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