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Guidance for DeathinService for Notes The following checklist was developed and approved by the Office of Intramural Research (OR). For a sample memorandum, please review the accompanying memo. Establish
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How to fill out guidance for death-in-service for

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How to Fill Out Guidance for Death-in-Service:

Gather Information:

01
Begin by collecting all relevant details about the deceased individual, such as their full name, date of birth, date of death, and employee identification number.
02
Obtain any necessary documentation, such as the death certificate, obituary, or any other supporting proof of the death.

Complete Personal Information:

01
Fill in the personal details of the deceased, including their full name, date of birth, and employee identification number, in the designated fields.
02
Include any additional information that may be required, such as their address, contact number, and email address.

Provide Employment Information:

01
Enter the deceased individual's job title, the name of their employer, and other pertinent employment details.
02
Indicate the duration of their employment and their salary or compensation package at the time of their death.

Specify Beneficiary Details:

01
Identify the beneficiary or beneficiaries who are entitled to receive the death-in-service benefits.
02
Include their full name, relationship to the deceased, and contact information.
03
If there are multiple beneficiaries, indicate the percentage or allocation of the benefits for each.

Complete Supporting Documents:

01
Attach any necessary supporting documents, such as the death certificate and any other required proofs.
02
Ensure the documents are certified or legalized, if necessary, before submission.

Review and Sign:

01
Carefully review all the information provided in the guidance form for accuracy and completeness.
02
Sign and date the document, acknowledging that the information provided is true and correct to the best of your knowledge.

Who Needs Guidance for Death-in-Service:

01
Employers and HR departments: They require guidance on how to properly administer the death-in-service benefits for their employees.
02
Employees and beneficiaries: They may need guidance on understanding the process, eligibility criteria, and the necessary steps to claim the death-in-service benefits.
03
Legal professionals: Lawyers or legal advisors who handle probate or estate matters may seek guidance to ensure the proper filing and distribution of death-in-service benefits.
Note: The specific requirements for filling out the guidance for death-in-service forms may vary depending on the country, company policies, and the nature of the benefit scheme. It is recommended to consult the relevant guidelines and instructions provided by the employer or benefit provider.
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