Get the free GWL Beneficiary Designation (Form 598MA) REG.indd - Great-West ...

BENEFICIARY DESIGNATION FORM Policy Number Name of Policy Owner The policy owner revokes any previous been?diary designations and instructions. The policy owner designates revocable the following

How to fill out gwl beneficiary designation form

How to Fill Out GWL Beneficiary Designation Form:

1. Start by obtaining a copy of the GWL beneficiary designation form from the appropriate source. This can usually be done online or by contacting the GWL (Great West Life) customer service.
2. Begin by providing your personal information, such as your full name, address, date of birth, and contact details in the designated sections of the form.
3. Indicate the type of policy or plan for which you are designating a beneficiary. This may include life insurance policies, retirement plans, or other investment accounts.
4. Clearly state the beneficiary's full name, address, and relationship to you. Ensure the information is accurate and up-to-date to avoid any confusion or potential issues in the future.
5. Specify the percentage or the specific dollar amount you wish to allocate to each beneficiary. You may need to refer to the terms of the policy or plan to determine any restrictions or limitations.
6. If there are any contingencies or alternate beneficiaries, clearly outline them on the form. This helps ensure that your wishes are carried out if your primary beneficiary is unable to fulfill their role.
7. Review the completed form for any errors or omissions. Make sure all information is accurate and legible before submitting it to GWL.
8. Sign and date the form, as required. Some forms may also require witness signatures to validate the document.
9. Make a copy of the completed form for your records before sending it to GWL. It is advisable to send the form via certified mail or through a secure method to ensure its safe delivery.
10. Once GWL receives and processes your beneficiary designation form, they will update their records accordingly.

Who needs GWL Beneficiary Designation Form:

1. Individuals who have GWL life insurance policies and wish to designate beneficiaries to receive the policy benefits upon their death.
2. Employees who have GWL retirement plans or investment accounts and want to specify who will receive the remaining funds in case of their death.
3. Individuals with other GWL products or services that involve beneficiary designations, such as annuities or disability insurance plans.

For pdfFiller’s FAQs

What is gwl beneficiary designation form?

The GWL beneficiary designation form is a document used to designate who will receive the benefits of a life insurance policy or retirement account in the event of the policyholder's death.

Who is required to file gwl beneficiary designation form?

Any individual who has a life insurance policy or retirement account with GWL is required to file a beneficiary designation form.

How to fill out gwl beneficiary designation form?

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

What is the purpose of gwl beneficiary designation form?

The purpose of the GWL beneficiary designation form is to ensure that in the event of the policyholder's death, the benefits are distributed according to their wishes.

What information must be reported on gwl beneficiary designation form?

The GWL beneficiary designation form must include the policyholder's personal information, the beneficiary's information, and the percentage of the benefits each beneficiary will receive.

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