Get the free Beneficiary Statement (claim form 28E) - Thrivent

Beneficiary StatementThrivent Financial for LutheransCheck or Direct Deposit Olympic: PO Box 8075, Appleton, WI 549128075 Thrivent.com 8008474836 Fax: 8002252264Member ID of deceased this form for

How to fill out beneficiary statement claim form

How to fill out beneficiary statement claim form

1. To fill out the beneficiary statement claim form, follow these steps: 1. Start by writing your personal information, including your full name, address, and contact details at the top of the form. 2. Next, provide the details of the deceased, such as their name, date of death, and relationship to you. 3. Fill in the policy or account information for which you are making the claim, including the policy number, company name, and any other relevant details. 4. Provide information about other beneficiaries if applicable, including their names and contact details. 5. Explain the reason for your claim and provide any supporting documentation or evidence if required. 6. Read through the completed form to ensure accuracy and make any necessary corrections. 7. Sign and date the form at the bottom to confirm the authenticity of the information provided. 8. Make copies of the completed form and any supporting documents for your own records before submitting it to the relevant authority or insurance company.

Who needs beneficiary statement claim form?

1. Anyone who is the beneficiary of a policy or account and needs to make a claim should fill out the beneficiary statement claim form. This form is typically required by insurance companies, financial institutions, or other entities managing the policy or account. Beneficiaries may include individuals who are entitled to receive life insurance proceeds, retirement account funds, or any other type of assets upon the death of the policyholder or account holder.

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What is beneficiary statement claim form?

Beneficiary statement claim form is a document used to claim benefits or assets left by a deceased individual.

Who is required to file beneficiary statement claim form?

Beneficiaries who are entitled to receive benefits or assets from a deceased individual are required to file the beneficiary statement claim form.

How to fill out beneficiary statement claim form?

Beneficiaries must provide their personal information, details of the deceased individual, and information about the benefits or assets being claimed.

What is the purpose of beneficiary statement claim form?

The purpose of the beneficiary statement claim form is to officially request and document the distribution of benefits or assets from the estate of a deceased individual.

What information must be reported on beneficiary statement claim form?

Beneficiaries must report their personal details, relationship to the deceased individual, details of the deceased individual, and information about the benefits or assets being claimed.