Recent Life Changes??

Life changes such as birth, marriage, and death are inevitable. And when changes occur, your current beneficiary may need to be updated.

Follow this link to take action today: https://signnow.com/s/UY5x3Rpt

GUIDELINES FOR DESIGNATION OF BENEFICIARIES

General Requirements

Please be sure to include the beneficiary’s full name, social security number, and relationship to you. Providing this information can help expedite the claim process by making it easier to verify beneficiaries.

Minors 

While you may designate minors as beneficiaries, please note that claim payments may be delayed due to special issues raised by these designations. In the event of the insurance, proceeds may be paid to a duly appointed guardian of the child’s estate. You may wish to consult with an attorney when drafting your beneficiary designation.

Trust as Beneficiary 

You may designate a trust as beneficiary, using the following form: To [name of trustee], trustee of the [name of trust], under a trust agreement dated [date of trust]. If you wish to designate a testamentary trust as beneficiary (i.e., one created by will), please contact the Administrator for the appropriate form(s). You should recognize the possibility that your will, which was intended to create this trust, may not be admitted to probate (because it is lost, contested, or superseded by a later will). Claim payment delays can result if the beneficiary designation doesn’t provide for this situation. A special form is therefore needed to address these possibilities.