Get Beneficiary Planner

The Beneficiary Planner is a valuable resource designed to help you communicate your important information and wishes to your loved ones. This guide will walk you through the simple steps to complete this form online with clarity and ease.

Follow the steps to effectively fill out the Beneficiary Planner.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Begin by filling out your personal details. Include your full name, address, city, state, zip code, social security number, date of birth, and place of birth. This information establishes your identity.
3. In the 'More About You and Your Family' section, indicate your marital status and provide relevant details such as your spouse's name and information about your children.
4. Complete the 'About Your Employment' section, by indicating your employment status and providing details about your employer.
5. If you're a veteran, provide your military service details including your branch, serial number, and discharge information.
6. Proceed to document locations. Provide information on where to find essential documents such as your will, safe deposit box, birth certificate, and marriage certificate.
7. List your important contacts in the 'About A Few Important People' section. This includes your attorney, doctor, and accountant.
8. Detail your insurance policies under 'About Your Insurance.' Include the type of policy, insurance company, policy number, amount, and contact information.
9. Note all your bank and credit union accounts. Provide the type of account and bank details.
10. List all of your credit cards in the 'About Your Credit Cards' section including company and account details.
11. Outline debts owed to you and those you owe to others. Provide pertinent details as instructed.
12. Document your investments, retirement plans, and real estate information. This ensures a complete picture of your financial situation.
13. In the 'About Your Pets' section, include your pets’ information if applicable.
14. Lastly, include any special requests or wishes you may have to ensure your preferences are understood.
15. Once you have completed all sections, review your entries for accuracy. You can then save your changes, download, print, or share the completed form.

Start filling out your forms online today to ensure your plans are well-documented and easily accessible.