Fill Form 3520 Beneficiary 2023-2024

Hi, I'm Jenna. I'm here to assist you in filling out the beneficiary change form from Pensions and Benefits USA. This form is used for making changes in the selection of beneficiaries who receive proceeds from insurance plans offered by Pensions and Benefits. These may include coverage provided for you by P&B, such as the Pensioners Death Benefit Plan, the Pastor's Life Insurance Plan, or additional plans in which you are enrolled. This document allows P&B and our insurance underwriter, Aetna, to expedite the disposition of funds after your passing as insurance proceeds payments to beneficiaries from these sources bypass probate in most cases. This allows proceeds to be distributed fairly quickly. Speaking of speeding up the process to help expedite claims, we recommend you to complete one beneficiary designation change form for each plan in which you are enrolled. It is important to review them periodically as there are changes in your life, such as marriage, birth, divorce, death, and so on. Before we begin, here are a few guidelines that will benefit you and help us: 1. Please type or print your responses in ink and make sure your handwriting is easily read. This is a legal document, and it's important that everyone who deals with it can clearly understand your wishes. 2. If you make a mistake, just start over with a new form. They're available in fillable forms at PBUSA.org and are easily printed out on your own printer. The use of liquid paper or marking through a mistake gives the appearance of a change and might result in your wishes being questioned. You want to avoid the appearance that anyone other than you completed this form. 3. Be sure to sign and date your form before returning it to us. An unsigned, undated form is not a legal document....