Get the free Life Insurance Beneficiary Form GTL Only May13 - co marion or

Marion County GROUP TERM LIFE & ACCIDENTAL DEATH INSURANCE BENEFICIARY FORM (These are the Group Term Life and Accidental Death & Dismemberment policies paid by Marion County. Benefit for each policy

How to fill out life insurance beneficiary form

How to fill out a life insurance beneficiary form:

1. Gather the necessary information: Before starting the form, collect the required details such as the full names, dates of birth, contact information, and social security numbers of your chosen beneficiaries.
2. Read the instructions: Carefully go through the instructions provided on the form. Understand the format and sections mentioned to ensure accurate completion.
3. Provide your personal details: Begin by entering your personal information as the policyholder or the insured person. Include your full name, address, date of birth, and policy number, if applicable.
4. Specify primary beneficiaries: Clearly indicate the primary beneficiaries by entering their complete names, dates of birth, relationship to the insured, and their respective percentage of the benefit they should receive. If there are multiple primary beneficiaries, specify the percentage allocation for each.
5. Designate contingent or secondary beneficiaries: In case the primary beneficiaries are unable to receive the benefit, designate contingent or secondary beneficiaries. Provide their required information just like for primary beneficiaries, including their percentage allocation.
6. Consider special considerations: If there are any special considerations or restrictions, mention them in the designated area of the form. For example, if a beneficiary is a minor, you might need to include information about a guardian or trust that is to manage the benefit until the child becomes legal age.
7. Review and sign the form: Once you have completed all the necessary sections, carefully review the form to ensure accuracy. Make any necessary corrections before signing it.
8. Obtain witness signatures: Depending on the requirements of your insurance company, you may need to have the form witnessed and signed by one or more witnesses. Follow the instructions provided on the form to complete this step.
9. Submit the form: After completing and signing the form, follow the instructions for submission. Typically, you will need to mail or send the form to your insurance company's designated address.
10. Keep a copy for your records: It is important to keep a copy of the filled-out form for your records. This can serve as proof of your beneficiary designation and can be useful for future reference.

Who needs a life insurance beneficiary form?

Any individual who has a life insurance policy and wishes to designate who will receive the policy's death benefit should fill out a life insurance beneficiary form. Whether you have a term life insurance policy, whole life insurance policy, or any other type of life insurance, completing this form ensures that the proceeds go to the intended beneficiaries according to your wishes. It is essential to review and update the form regularly, especially when life circumstances change, such as marriage, divorce, birth of children, or the passing of a beneficiary.

For pdfFiller’s FAQs

Where do I find life insurance beneficiary form?

With pdfFiller, an all-in-one online tool for professional document management, it's easy to fill out documents. Over 25 million fillable forms are available on our website, and you can find the life insurance beneficiary form in a matter of seconds. Open it right away and start making it your own with help from advanced editing tools.

How do I fill out life insurance beneficiary form using my mobile device?

You can quickly make and fill out legal forms with the help of the pdfFiller app on your phone. Complete and sign life insurance beneficiary form and other documents on your mobile device using the application. If you want to learn more about how the PDF editor works, go to pdfFiller.com.

How do I edit life insurance beneficiary form on an iOS device?

Yes, you can. With the pdfFiller mobile app, you can instantly edit, share, and sign life insurance beneficiary form on your iOS device. Get it at the Apple Store and install it in seconds. The application is free, but you will have to create an account to purchase a subscription or activate a free trial.