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GLFM-1233 Beneficiary Designation 3 of 3 3/16
4 | Beneficiary wording alternatives
3. More than one beneficiary in equal
Jane Doe, Mary Doe and Richard Doe, children, or survivor(s) of them, in
4. Two beneficiaries, in succession
Primary: Martha Doe, wife; Secondary: Richard Doe, son. (Richard will
only receive proceeds if Martha Doe is not living at the time of the
5. One beneficiary followed by two
beneficiaries in equal shares
Primary: Martha Doe, wife; Secondary: Jane Doe and Mary Doe, children
in equal shares, or the survivor of them. (Jane and Mary will only receive
proceeds if Martha Doe is not living at the time of the employee’s death.)
6. More than one Beneficiary
in equal shares per descendent order
Jane Doe, Mary Doe and Richard Doe, or the survivor(s) of them, in equal
shares. However, if any of my children predecease me and leave issue
who survive me, the issue of the deceased child will receive their parents’
share in equal shares.
7. One or more minor children
John Smith, as custodian for Jane Doe, a minor, under the Uniform
Transfers to Minors Act (UTMA) so that proceeds can be paid before the
child reaches the age of maturity.
Name and address of the beneficiary organization.
9. Beneficiaries shown in percentages
John Smith, brother - 40%, or in the event of his death, to my estate; Alan
Smith, brother 60%, or in the event of his death, to my estate.
10. Trust under Last Will
Proceeds to be paid to the Trustee under my Last Will and Testament.
Jane Doe, Trustee of the Doe Family Trust, dated 1/1/2001.
You cannot name your Employer as a beneficiary for Group Life Insurance proceeds under the
. Unless you specifically instruct otherwise, your beneficiary designation will be revocable.
ance benefits are payable to the Employee. If the Employee does not survive the Dependent,
Dependent Life Insurance benefits will be paid to the Employee’s estate.
Sun Life Assurance Company of Canada is not a tax or legal advisor and the above information
as general information only. Before making beneficiary designations, you may want to consult with your tax