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Get the free life policy beneficiary statement instructions - EquiTrust Agent ...

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HIPAA COMPLIANT AUTHORIZATIONAUTHORIZATION THIS IS A HIPAA COMPLIANT AUTHORIZATION Antitrust Life Insurance Company (the Company) or its reinsurers may obtain information about me or my minor children from:
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How to fill out life policy beneficiary statement

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How to fill out life policy beneficiary statement

01
Step 1: Obtain a beneficiary statement form from your life insurance provider.
02
Step 2: Fill in your personal information, such as your name, address, and policy number.
03
Step 3: Provide the details of the beneficiaries, including their names, relationship to you, and their contact information.
04
Step 4: Indicate the percentage or amount of the insurance proceeds that should be allocated to each beneficiary.
05
Step 5: Sign and date the beneficiary statement.
06
Step 6: Review the completed form and make sure all the information is accurate.
07
Step 7: Submit the beneficiary statement to your life insurance provider either by mail, fax, or online.

Who needs life policy beneficiary statement?

01
Anyone who has a life insurance policy and wants to specify who will receive the insurance proceeds upon their death needs a life policy beneficiary statement.
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A life policy beneficiary statement is a document that designates the individual or entity who will receive the benefits of a life insurance policy upon the death of the insured.
The policyholder or the insured individual is typically required to file a life policy beneficiary statement to ensure that the intended beneficiaries are legally recognized.
To fill out a life policy beneficiary statement, provide the full names, contact information, and relationship of the beneficiaries, and sign the document according to the insurer's guidelines.
The purpose of a life policy beneficiary statement is to clearly identify who will receive the policy benefits, thus helping to avoid disputes and ensuring that the funds are distributed according to the policyholder's wishes.
The statement must include the names, addresses, dates of birth, and relationships of the beneficiaries, as well as any specific percentages or amounts allocated to each beneficiary.
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