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GROUP INSURANCE BENEFICIARY FORM GENERAL INSTRUCTIONS Complete this form if: 1. More than one beneficiary is to be named under the certificate of insurance; or 2. The present beneficiary designation(s)

How to fill out group insurance beneficiary form

How to fill out group insurance beneficiary form:

1. Obtain the form: Contact your insurance provider or employer to obtain a copy of the group insurance beneficiary form. It may also be available online for download.
2. Provide personal information: Fill out the form by providing your personal information, including your full name, address, date of birth, and contact details. Some forms may also require you to provide your social security number or employee identification number.
3. Specify primary and contingent beneficiaries: Indicate the primary beneficiary - the person who will receive the benefits in the event of your death. Provide their full name, relationship to you, and their contact information. If you want to designate more than one primary beneficiary, make sure to specify the percentage of the benefits each will receive. You can also designate contingent beneficiaries who will receive the benefits if the primary beneficiary is unable to or predeceases you.
4. Consider special instructions: If you have any specific instructions regarding the distribution of the benefits, such as dividing them equally between multiple beneficiaries or designating different percentages for each beneficiary, make sure to include these details in the form.
5. Review and sign: Read through the form carefully to ensure all the information provided is accurate and complete. Once you are satisfied, sign and date the form. If required, have any necessary witnesses or notaries sign the form as well.

Who needs group insurance beneficiary form:

1. Employees with group life insurance: If you have group life insurance through your employer, you may need to fill out a group insurance beneficiary form to designate who will receive the death benefits in the event of your passing.
2. Employers offering group life insurance: Employers who provide group life insurance policies to their employees will require them to fill out beneficiary forms. This ensures that the insurance benefits are distributed according to the employees' wishes upon their death.
3. Individuals with group insurance policies: If you have a group insurance policy outside of your workplace, such as through an organization or association, you may need to complete a beneficiary form to designate who will receive the policy benefits in the event of your death.

Note: It is important to keep your beneficiary form up to date. If there are any changes in your personal circumstances, such as a marriage, divorce, or the birth of a child, make sure to update your beneficiary designation accordingly.

For pdfFiller’s FAQs

What is group insurance beneficiary form?

The group insurance beneficiary form is a document that specifies who will receive the benefits of a group insurance policy in the event of the policyholder's death.

Who is required to file group insurance beneficiary form?

Typically, the policyholder of the group insurance policy is required to file the beneficiary form, but it could also be completed by the employer or plan administrator.

How to fill out group insurance beneficiary form?

To fill out the group insurance beneficiary form, the individual must provide their personal information, the beneficiary's information, and the percentage of benefits each beneficiary will receive.

What is the purpose of group insurance beneficiary form?

The purpose of the group insurance beneficiary form is to ensure that the benefits of the policy are distributed according to the policyholder's wishes in the event of their death.

What information must be reported on group insurance beneficiary form?

The group insurance beneficiary form typically requires the policyholder to provide their name, contact information, date of birth, the beneficiaries' names, relationship to the policyholder, and the percentage of benefits each will receive.

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