Designation of Beneficiary Form
Employer/Group Section (To be completed by the employer/plan administrator. Required fields are marked with an asterisk(*).)
*Employer/Group Name: Group ID:
Employee/Member Section (Please print clearly. Required fields are marked with an asterisk(*).)
*Last Name: *First Name: MI:
*Social Security Number: *Birth Date (MM/DD/YYYY): *Gender: *Marital Status:
*Street Address: Email Address:
*City: *State: *ZIP Code: Telephone:
( ) -
Beneficiary for Death Benefits (Right to change beneficiary is reserved to the insured.)
Subject to the terms of the group contract(s), between Mutual of Omaha or a company affiliated with Mutual of Omaha and said employer,
I request that the following beneficiary (beneficiaries) be substituted under said contract(s) as my designated beneficiary (beneficiaries),
in lieu of any and all beneficiaries previously named by me.
If more than one beneficiary is named, the beneficiaries shall share benefits equally unless otherwise stated below. If indicating benefit
percentages, the percentages must total 100% for Primary Beneficiaries and 100% for Secondary Beneficiaries. Unless otherwise
expressly provided, if any beneficiary designated below predeceases me, the share which such beneficiary would have received if such
beneficiary had survived me shall be payable equally to the remaining designated beneficiary or beneficiaries. If no designated
beneficiary survives me, the beneficiary shall be determined as prescribed in the group contract(s).
Primary Beneficiary Designation
Last Name First Name
Relationship
to Insured
Date of
Birth
(MM/DD/YYYY)
Address of Beneficiary
(Address, City, State, ZIP)
Benefit
Percentage
(%)
Percentage Total: 100%
Secondary Beneficiary Designation
Last Name First Name
Relationship
to Insured
Date of
Birth
(MM/DD/YYYY)
Address of Beneficiary
(Address, City, State, ZIP)
Benefit
Percentage
(%)
Percentage Total: 100%
Agreement and Signature
I understand that this Designation of Beneficiary shall apply to all insurance contracts issued to me by Mutual of Omaha or a
company affiliated with Mutual of Omaha, unless I make a separate designation for each coverage, either on or after the date of
this designation. I also understand that this Designation of Beneficiary is subject to change as provided in the group contract(s).
By signing below, I acknowledge that (a) I understand and agree to the terms of this form as noted above; and (b) this
Designation of Beneficiary is effective as of the date submitted.
SIGNATURE OF EMPLOYEE/MEMBER ____________________________________________ DATE_______/_______/_______
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