Nylaarp Com Details

Aarp life insurance is a great option for those who are looking for affordable coverage. The policies are designed specifically for seniors, and offer a variety of benefits that can be tailored to meet your needs. Whether you're looking for protection against unexpected medical costs or peace of mind knowing that your loved ones will be taken care of financially if something happens to you, Aarp life insurance can provide the coverage you need. Plus, because the policies are offered through Aarp, you can be sure that you're getting a quality product backed by a reputable organization.

We've gathered some general information regarding the aarp life insurance. You might like to find out its length, the actual time required to fill out the form, the fields you should fill in, and so on.

QuestionAnswer
Form NameAarp Life Insurance
Form Length2 pages
Fillable?Yes
Fillable fields66
Avg. time to fill out13 min 46 sec
Other namesaarp life insurance, new york life beneficiary change, aarp life insurance forms, nylaarp customer service

Form Preview Example

The Company You Keep®

GROUP MEMBERSHIP ASSOCIATION BENEFICIARY CHANGE REQUEST

Group Policyholder Name: Collegiate Alumni TrustGroup Policy #: _____________________

Insured’s Name______________________________________________________________ Certificate Number: __________________

This applieS to my:

Term Life

Accidental Death

Both Life and Accidental Death

Important: In order to expedite claim payments, and in accordance with state insurance regulations, please provide the Identifying Information requested below for your beneficiary(ies). All states have unclaimed property laws requiring life insurance benefits to be transferred to the state if a beneficiary cannot be located. To avoid having benefits intended for your beneficiary(ies) being transferred to the state, please provide the Identifying Information to help us locate the beneficiary(ies) at time of claim

I hereby designate the person or persons below as beneficiary for the insurance specified above, revoking any other beneficiary designation. (Sample designations and Important Information is on the Reverse.)

Class/Share 1

(NOTE: If Address and/or Phone are the same as Insured Member, check box at bottom of each designation in lieu of adding the information below.)

Primary

Beneficiary Name

 

 

 

 

 

Relationship

 

 

 

 

 

 

 

 

to Insured

 

 

 

 

 

 

 

 

 

 

 

 

Contingent

 

 

 

 

(First)

(Middle)

(Last)

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

_________%

(Street)

 

 

 

 

(City)

 

(State)

(Zip)

 

Date of Birth

/

/

Social Security Number

 

Phone Number

 

 

 

 

 

 

 

 

 

 

 

 

(MM/DD/YYYY)

 

 

 

 

 

 

 

(Area Code)

(Number)

 

Address/Phone same as Insured Member

 

 

 

 

 

 

 

 

Primary

Beneficiary Name

 

 

 

 

 

Relationship

 

 

 

 

 

 

 

 

to Insured

 

 

 

 

 

 

 

 

 

 

 

 

Contingent

 

 

 

 

(First)

(Middle)

(Last)

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

_________%

(Street)

 

 

 

 

(City)

 

(State)

(Zip)

 

Date of Birth

/

/

Social Security Number

 

Phone Number

 

 

 

 

 

 

 

 

 

 

 

 

(MM/DD/YYYY)

 

 

 

 

 

 

 

(Area Code)

(Number)

 

Address/Phone same as Insured Member

 

 

 

 

 

 

 

 

Primary

Beneficiary Name

 

 

 

 

 

Relationship

 

 

 

 

 

 

 

 

to Insured

 

 

 

 

 

 

 

 

 

 

 

 

Contingent

 

 

 

 

(First)

(Middle)

(Last)

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

_________%

(Street)

 

 

 

 

(City)

 

(State)

(Zip)

 

Date of Birth

/

/

Social Security Number

 

Phone Number

 

 

 

 

 

 

 

 

 

 

 

 

(MM/DD/YYYY)

 

 

 

 

 

 

 

(Area Code)

(Number)

 

Address/Phone same as Insured Member

 

 

 

 

 

 

 

 

If there is not enough room on this form, please attach a separate page with your dated signature including the names, addresses, Social Security Numbers, dates of birth, and primary phone numbers of all beneficiaries.

AUTHORIZING SIGNATURE (Insured Member or previously designated noninsured Owner)

Signature____________________________________________________________________________ Date____________________

Name (please print) ___________________________________________________________________________________________

RECORDED ON BEHALF OF NEW YORK LIFE, subject to the terms and conditions of the group policy.

By_______________________________________________________________________________ Date _____________________

Please return this completed form to Meyer and Associates, 18 Washington Avenue, Chatham, NJ 07928. Assistance is available by calling weekdays to 800 6357801 between 8:30am until 6pm, Eastern Time.

1If no class (primary or contingent) for a beneficiary is indicated, the beneficiary will be considered primary. For each class of beneficiaries, all shares (percentages) must add up to 100%. Unless shares are stated otherwise, benefits will be distributed equally among all surviving beneficiaries in the same class (primary or contingent). If a primary beneficiary dies before the insured, that portion of the benefits will be equally distributed to the surviving primary beneficiaries; if no primary beneficiaries survive the insured, benefits will be paid to the surviving contingent beneficiary(ies) in the next class. If no contingent beneficiaries survive the insured, benefits will be distributed as provided in the Group Policy.

GMAD COB Form 2002 (12/12)

SAMPLES OF BENEFICIARY DESIGNATIONS: Below are examples of some common beneficiary designations that may be helpful as you complete this form.

1. Specific unequal shares (NOTE: Insert “Per Stirpes” after % to have any Benefits due any deceased beneficiary payable to his/her descendents)

 

Class/Share

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Primary

Beneficiary Name

 

 

 

 

 

Relationship

 

 

 

 

 

 

 

John

J.

 

Smith

to Insured

Brother

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Contingent

Address

 

 

 

 

(First)

(Middle)

 

(Last)

 

999991111

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

15 Bay Ridge Boulevard

Smithville

AK

 

 

__60%___

 

 

(Street)

 

 

 

 

 

(City)

 

(State)

(Zip)

 

Per stirpes

Date of Birth

 

11 / 15 / 1974

 

Social Security Number

123 – 45 – 6789

Phone Number

(111) 2345678

 

 

 

 

 

 

 

(MM/DD/YYYY)

 

 

 

 

 

 

 

(Area Code)

(Number)

 

 

 

 

Address/Phone same as Insured Member

 

 

 

 

 

 

 

 

 

 

 

 

Primary

Beneficiary Name

 

 

 

 

 

Relationship

 

 

 

 

 

 

 

Antoinette

Dubois

 

Jones

to Insured

Sister

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Contingent

 

 

 

 

 

(First)

(Middle)

 

(Last)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address

22011870 Southwest Third Avenue

 

 

Ocean City

KS

111112222

 

 

 

 

 

 

__40%___

 

 

(Street)

 

 

 

 

 

(City)

 

(State)

(Zip)

 

Per stirpes

Date of Birth

 

5 /

7 / 1979

 

Social Security Number

987 – 65 – 4321

Phone Number

 

(999) 8765432

 

 

 

 

 

 

 

(MM/DD/YYYY)

 

 

 

 

 

 

 

(Area Code)

(Number)

 

 

 

 

Address/Phone same as Insured Member

 

 

 

 

 

 

 

 

 

2. Trust as Beneficiary:

“John Smith and Mary Jones as Trustees of the Jones Family Trust under the Trust document dated December 1, 2012.” [Please provide Identifying Information for all Trustees.]

3.Minor Beneficiary Uniform Transfers/Gifts to Minors Act (UTMA/UGMA) Designation:

“[Name of Adult] as Custodian for [Name of Minor] under [Insured Member’s or Minor’s State of Residence] Uniform Transfers/Gifts to Minors Act.” [Please provide Identifying Information for the minor and adult Custodian.]

NOTICE REGARDING DESIGNATING A MINOR BENEFICIARY

Unless a UTMA/UGMA designation is used, or there is an existing court appointed guardian of the minor’s estate who can make financial decisions for the minor, a claims payment to a minor may be delayed until a surviving parent, relative, or other interested party obtains a court appointment as financial guardian of the minor’s estate, for the purpose of receiving the proceeds on behalf of the child.

NOTICE REGARDING TESTAMENTARY TRUST UNDER LAST WILL AND TESTAMENT AS BENEFICIARY

The following is understood and agreed when naming a Testamentary Trust under the Last Will and Testament as beneficiary of a specified decedent (Insured Member or noninsured owner).

Proceeds shall be paid to the named contingent beneficiary if the decedent dies intestate (without a Last Will and Testament), or with a Last Will and Testament but (1) it does not create a Trust and name a Trustee or (2) no court proceeding has been started to probate the Last Will and Testament or no Trustee qualifies and claims the proceeds within 12 months (18 in Mississippi, New York, Texas; 6 months in Florida and North Carolina) after the decedent’s death. If the named contingent beneficiary is not living, and no further beneficiary is named, payment shall be made in accordance with the Group Policy.

New York Life is not obligated to inquire about the terms of any Trust affecting this policy or its proceeds, and shall not be held responsible for knowing the terms of any such Trust.

Payment to and receipt by said Trustee(s) or any successor Trustee(s), or payment to and receipt by the contingent beneficiary or insured’s estate shall constitute a full discharge and releases the New York Life Insurance Company to the extent of such payment. The full discharge and release of the New York Life Insurance Company’s obligation for payment applies to all persons and fiduciaries having any interest in such proceeds.

NOTICE REGARDING NON‐INSURED OWNER

A noninsured owner who wishes to name a person other than themselves as beneficiary should do so only after receiving advice from their Counsel as to the possible tax consequences in light of existing decisional law to the effect that, when the proceeds are paid to someone other than the noninsured owner, the proceeds constitute a taxable gift from the owner to the beneficiary at the time of the insured’s death.

*Per Stirpes means that any interest in a life insurance policy that a deceased beneficiary would have, if living, will be shared equally by all living children of that deceased beneficiary.

GMAD COB Form 2002 (12/12)

How to Edit Aarp Life Insurance

It shouldn’t be challenging to get new york life change of beneficiary form working with our PDF editor. Here's how you could quickly create your template.

Step 1: Search for the button "Get Form Here" on the following webpage and select it.

Step 2: Right now, you can change the new york life change of beneficiary form. Our multifunctional toolbar will let you insert, erase, modify, highlight, and also undertake many other commands to the words and phrases and areas within the document.

In order to create the new york life change of beneficiary form PDF, enter the information for all of the segments:

stage 1 to writing aarp aarp new york life insurance benificiary form

Write down the details in Primary, Contingent, Beneficiary Name Address (Street), / / (MM/DD/YYYY), / / (MM/DD/YYYY), (First), (City) (State), Social Security Number, Phone Number, (Zip), (Area Code) (Number), (Middle), (Last), Relationship to Insured, and (City) (State).

step 2 to entering details in aarp aarp new york life insurance benificiary form

Step 3: Select "Done". Now you can upload your PDF file.

Step 4: It will be simpler to keep duplicates of the document. You can rest easy that we will not display or read your details.

If you believe this page is infringing on your copyright, please familiarize yourself with and follow our DMCA notice and takedown process - click here to proceed .