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The Lincoln National Life Insurance Company, PO Box 2649, Omaha, NE 68103-2649 toll-free (800) 423-2765 Fax (800) 462-4660 www.LincolnFinancial.com EXTENSION OF DEATH BENEFITS APPLICATION To avoid

How to fill out extension of death benefits

How to fill out an extension of death benefits:

1. Obtain the necessary forms: Begin by contacting the appropriate authorities or insurance company to request the forms needed to fill out an extension of death benefits. These forms may vary depending on the specific circumstances and the regulations in your jurisdiction.
2. Gather required documentation: Collect all the necessary documents that will support your claim for an extension of death benefits. This may include the death certificate of the deceased, any relevant legal documents such as a will or trust, and any additional supporting evidence that may be required by the insurance company or authorities.
3. Review the instructions: Carefully read through the instructions provided with the forms to ensure that you understand the requirements and the process for filling them out correctly. Pay attention to any specific deadlines or additional documents that may need to be included with the forms.
4. Complete the forms accurately: Fill out the forms accurately and provide all the requested information. Be sure to double-check your entries for errors or omissions. Take your time to ensure that the information provided is correct and complete.
5. Attach supporting documents: Attach any supporting documents that are required to accompany the forms. These may include death certificates, proof of relationship to the deceased, or any other documents that validate your claim for extension of death benefits.
6. Review and sign: Review the completed forms and verify that all the required fields have been filled out properly. Once you are satisfied that everything is in order, sign the forms as required.
7. Submit the forms: Make copies of all the completed forms and supporting documentation for your records. Then, submit the original forms and documents to the designated authorities or insurance company as instructed. It is advisable to send the forms via certified mail or another method that provides proof of delivery.

Who needs an extension of death benefits?

1. Beneficiaries of life insurance policies: If the policyholder has passed away and the beneficiaries require the death benefits to be paid out over an extended period, they may need to request an extension to receive ongoing financial support.
2. Dependent family members: In cases where the deceased provided financial support to dependent family members, an extension of death benefits may be necessary to ensure continued financial stability for these individuals.
3. Individuals with specific circumstances: Some individuals may require an extension of death benefits due to unique circumstances, such as ongoing medical expenses or special needs that necessitate the continuation of financial support for an extended period.

In summary, filling out an extension of death benefits requires obtaining the necessary forms, gathering required documentation, carefully following the instructions provided, accurately completing the forms, attaching supporting documents, reviewing and signing the forms, and submitting them to the appropriate authorities. Those who need an extension of death benefits include beneficiaries of life insurance policies, dependent family members, and individuals with specific circumstances.

For pdfFiller’s FAQs

What is extension of death benefits?

Extension of death benefits refers to a request to extend the period during which death benefits can be claimed.

Who is required to file extension of death benefits?

The beneficiary or representative of the deceased individual's estate is typically required to file for an extension of death benefits.

How to fill out extension of death benefits?

To fill out an extension of death benefits form, one must provide information about the deceased individual, the beneficiary, and the reason for requesting an extension.

What is the purpose of extension of death benefits?

The purpose of extension of death benefits is to allow more time for beneficiaries to claim death benefits in certain circumstances.

What information must be reported on extension of death benefits?

Information such as the deceased individual's personal details, date of death, beneficiary information, and reason for the extension request must be reported on the form.

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