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Application For Individual Life InsuranceService Office: Life New Business 30 Dan Rd, Suite 55765 Canton, MA 020212809JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (hereinafter referred to as The Company)If

How to fill out if applying for survivorship

How to fill out if applying for survivorship

1. Step 1: Gather all necessary documentation, such as the death certificate of the deceased person, identification documents of the applicant, and any other relevant supporting documents.
2. Step 2: Download the survivorship application form from the appropriate government or insurance website.
3. Step 3: Fill out the application form thoroughly and accurately, providing all required information. Make sure to include details about the deceased person and the relationship between the applicant and the deceased.
4. Step 4: Attach copies of the necessary documents as specified in the application form. Ensure that all copies are legible and certified if required.
5. Step 5: Review the completed application form and attached documents to ensure they are complete and correct.
6. Step 6: Submit the filled-out application form and the attached documents either online through the designated website or by mail to the designated address provided in the instructions.
7. Step 7: Wait for the application to be processed. This may take some time, so be patient.
8. Step 8: If further information or clarification is needed, respond promptly and provide any additional requested documents or details.
9. Step 9: Once the application is approved, follow any instructions provided to receive the survivorship benefits.

Who needs if applying for survivorship?

1. Anyone who qualifies as a survivor or beneficiary of a deceased person may need to apply for survivorship.
2. This includes spouses, domestic partners, children, parents, or other dependents who are entitled to receive benefits or assets after the death of the primary account or policy holder.
3. Each specific survivorship program or insurance policy may have its own eligibility criteria, so it is important to review the requirements and determine if you meet them before applying.

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