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INDIVIDUAL AND FAMILY GROUP LIFE INSURANCE BENEFICIARY DESIGNATION University of Wisconsin System National Guardian Life Insurance Company Group Plan GL-60 Be sure your insurance is paid to the beneficiary
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How to fill out Jefferson National Life Beneficiary:

01
Collect necessary information: Gather the required details such as the policyholder's name, policy number, social security number, and contact information.
02
Open the beneficiary form: Obtain the Jefferson National Life Beneficiary form, either by downloading it from their website or requesting it from their customer service.
03
Fill out policyholder information: Provide accurate information about the policyholder, including their full name, date of birth, and policy number.
04
Choose primary beneficiary: Indicate the primary beneficiary by stating their full name, relationship to the policyholder, and their social security number.
05
Select contingent beneficiary: If desired, specify a contingent (secondary) beneficiary who will receive the benefits if the primary beneficiary is unable to. Include their full name, relationship to the policyholder, and social security number.
06
Review and sign: Read the completed beneficiary form thoroughly to ensure all details are accurate. Sign and date the form.
07
Submit the form: Send the filled-out beneficiary form to Jefferson National Life according to their instructions, which may involve mailing it to a specific address or submitting it electronically.

Who needs Jefferson National Life Beneficiary:

01
Policyholders: Individuals who hold Jefferson National Life insurance policies will need to designate beneficiaries to receive the policy's benefits upon their death.
02
Beneficiaries: Those who have been named as beneficiaries by policyholders require Jefferson National Life Beneficiary forms to claim the insurance benefits after the policyholder's passing.
03
Estate planners: Professionals in estate planning, such as attorneys or financial advisors, may help their clients fill out Jefferson National Life Beneficiary forms accurately and ensure the distribution of policy benefits aligns with their overall estate plans.
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Jefferson National Life beneficiary refers to the individual or entity designated to receive the death benefit from a Jefferson National Life insurance policy when the policyholder passes away.
The policyholder or the executor of the estate of the deceased policyholder is required to file the Jefferson National Life beneficiary designation.
To fill out the Jefferson National Life beneficiary form, obtain the form from Jefferson National Life, complete required personal information, specify the beneficiaries' details including names and relationships, and sign the form to validate.
The purpose of the Jefferson National Life beneficiary designation is to ensure that the death benefits from the insurance policy are paid to the correct individual or entity as specified by the policyholder.
The information that must be reported includes the names, addresses, and relationships of the beneficiaries, along with the policyholder's information and the policy number.
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