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Additional Beneficiary Designation Supplement Please check appropriate underwriting company: The Lincoln National Life Insurance Company: PO Box 21008, Greensboro, NC 274201008 Lincoln Life & Annuity
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How to fill out additional beneficiary designation supplement
How to fill out additional beneficiary designation supplement
01
Obtain the additional beneficiary designation supplement form from your insurance provider or plan administrator.
02
Fill out your personal information such as name, address, and contact information.
03
Fill out the details of the primary beneficiary including their name, relationship to you, and percentage of the benefit they are entitled to.
04
Fill out the details of any contingent beneficiaries in case the primary beneficiary is unable to receive the benefit.
05
Sign and date the form to make it legally binding.
Who needs additional beneficiary designation supplement?
01
Anyone who wants to specify who will receive their insurance benefits in the event of their death.
02
Individuals who have specific preferences for their beneficiaries and want to ensure that their wishes are carried out.
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What is additional beneficiary designation supplement?
The additional beneficiary designation supplement is a form that allows individuals to add additional beneficiaries to their existing accounts or policies.
Who is required to file additional beneficiary designation supplement?
Individuals who wish to add more beneficiaries to their accounts or policies are required to file the additional beneficiary designation supplement.
How to fill out additional beneficiary designation supplement?
The additional beneficiary designation supplement can usually be filled out online or through a paper form provided by the account or policy holder's financial institution or insurance company.
What is the purpose of additional beneficiary designation supplement?
The purpose of the additional beneficiary designation supplement is to ensure that the account or policy holder's assets are distributed according to their wishes upon their passing.
What information must be reported on additional beneficiary designation supplement?
The additional beneficiary designation supplement typically requires the names, contact information, and relationship to the account or policy holder of the additional beneficiaries.
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