Beneficiaries Forms

Planning for the Future

Who is a beneficiary?

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A beneficiary is any person or party who receives a payment after the death of the insured. It’s a necessary and often overlooked piece when planning for the future.

How often are your employees updating their beneficiary forms?

What is your role in benefits administration? It is important as an employer to be making sure your employees are keeping these forms up to date. Things change and any number of life events can cause a form to be out of date. Consider setting up periodic reminders for your employees to review their beneficiary forms. A good time to do this is during the annual enrollment period or when the insurance policy renews.

If you’ve got questions about beneficiary forms, don’t hesitate to reach out to us for assistance.

What events call for a review of your beneficiary forms?
  • Marriage
  • Divorce
  • New child or dependent
  • Retirement
  • Death of a beneficiary
Want to help remind your employees to review their beneficiary forms?

Click below to download our poster.

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Beneficiaries (Employee Benefits Administration) - Employee At A Desk Filling Out Paperwork