Get the free Securian Beneficiary Designation Form

Beneficiary Designation Securian Life Insurance Company Minnesota Life Insurance CompanyAdministered by Ochs, Inc. Group Customer Service 400 Robert Street North, Suite 1880, St. Paul, MN 551012025INSTRUCTIONS

How to fill out securian beneficiary designation form

How to fill out securian beneficiary designation form

1. Start by downloading the Securian beneficiary designation form from their official website.
2. Read the instructions provided on the form carefully to understand the requirements and guidelines.
3. Fill in your personal information including your name, address, and contact information.
4. Specify the details of the primary beneficiary by providing their full name, relationship to you, and their contact information.
5. If you wish to name contingent beneficiaries, provide their details as well. Contingent beneficiaries will receive the benefits if the primary beneficiary is unable to.
6. If you want to allocate the benefits among multiple beneficiaries, specify the percentage or dollar amount each beneficiary should receive.
7. Review the completed form to ensure all information is accurate and complete.
8. Sign and date the form to make it legally valid.
9. Submit the form to Securian as per the instructions provided, whether it is through mail, fax, or online submission.
10. Keep a copy of the filled-out form and any related documentation for your records.

Who needs securian beneficiary designation form?

1. Anyone who has a life insurance policy or an annuity with Securian and wishes to designate beneficiaries should fill out the Securian beneficiary designation form.
2. It is essential for individuals who want to ensure that their life insurance benefits or annuity payments will be distributed according to their wishes after their death.
3. Designating beneficiaries is particularly important for individuals with dependents, such as children or a spouse, as it provides financial protection and support for their loved ones.
4. Even individuals without dependents may have specific individuals or organizations they want to inherit their policy benefits, making the beneficiary designation form necessary.

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What is securian beneficiary designation form?

The Securian Beneficiary Designation Form is a document used to specify the individuals or entities that will receive benefits from a life insurance policy or retirement account in the event of the policyholder's death.

Who is required to file securian beneficiary designation form?

Anyone who owns a life insurance policy or retirement account with Securian is required to file a beneficiary designation form to ensure their benefits are distributed according to their wishes.

How to fill out securian beneficiary designation form?

To fill out the Securian Beneficiary Designation Form, provide your personal information, specify your primary and contingent beneficiaries, and include their contact information, relationship to you, and any percentage of benefits they will receive.

What is the purpose of securian beneficiary designation form?

The purpose of the Securian Beneficiary Designation Form is to clearly outline who will receive benefits from the policy in the event of the policyholder's death, thus avoiding potential disputes and ensuring that the intended beneficiaries receive their benefits.

What information must be reported on securian beneficiary designation form?

Essential information to report on the Securian Beneficiary Designation Form includes the policyholder's name, contact information, details of the beneficiaries (names, addresses, relationships), and the percentage of benefits each beneficiary will receive.