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Privacy Notice


FACTS

WHAT DOES beneficiary for life insurance DO WITH YOUR
PERSONAL INFORMATION?

Why?

Life Insurance Beneficiary - Things to consider when naming a Life ...
Life insurance policies require that you name a beneficiary to receive the proceeds of your policy should death occur. People purchasing life insurance often do .
http://www.1stquote.com/beneficiary.htm

What?

Life Insurance Beneficiaries - Taxes
Will my beneficiaries have to pay taxes on the proceeds of my life insurance policy? Answer: If you mean the death benefits of the insurance policy, then these .
http://www.axa-equitable.com/life-insurance/plan/beneficiaries-taxes.html

  • Social Security number and income
  • Account balances and payment history
  • Credit history and credit scores

Life Insurance Beneficiaries
Information on choosing life insurance beneficiaries. Learn what beneficiaries are and how to choose them.
http://www.quickquote.com/libene.html

How?

Choosing a Life Insurance Beneficiary
Choosing a Life Insurance Beneficiary. The 'Natural' Choice Is Not Always Best. The blank on the life insurance application form simply reads “Beneficiary: .
http://www.bayareaelderlaw.com/main/choosingalifeinsurancebeneficiary.pdf

Reasons beneficiary for life insurance can share your personal information
Reasons we can share your personal information Does beneficiary for life insurance share? Can you limit this sharing?
For our everyday business purposes -
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
Yes No
For our marketing purposes -
to offer our products and services to you
Yes No
For joint marketing with other financial companies Yes No
For our affiliates' everyday business purposes -
information about your transactions and experiences
Yes No
For our affiliates' everyday business purposes -
information about your creditworthiness
Yes Yes
For our affiliates to market to you Yes Yes
For nonaffiliates to market to you Yes Yes

To limit our sharing

Life Insurance Beneficiary -- Who Should It Be?
Mar 10, 2011 . Your life insurance beneficiary is an important decision. Here's how to make the right choice.
http://wealthpilgrim.com/life-insurance-beneficiary/

Please note:

How to Choose Beneficiaries for Life Insurance Policies
Learn what to consider when choosing the beneficiaries of life insurance policies so that the beneficiary designations will compliment the terms of your .
http://wills.about.com/od/howtofundatrust/a/choosingbenies.htm

How Beneficiaries Can Claim Life Insurance and Social Security ...
Access life insurance, annuity funds, and social security benefits.
http://www.nolo.com/legal-encyclopedia/beneficiaries-claim-life-insurance-32433.html

Questions?

Can you dispute a life insurance beneficiary? | Insure.com
May 28, 2010 . Life changes such as marriage, divorce, remarriage, the birth of a child or an adoption are the most common reasons for life insurance disputes.
http://www.insure.com/articles/lifeinsurance/dispute.html

Who we are
Who we are
Who is providing this notice?

Don't Name Minors as Policy Beneficiaries - New York Life ...
Take life insurance, for instance. Most of us tend to name our beneficiaries when we buy a policy... and then never give the matter another thought. That could be .
http://www.newyorklife.com/nyl/v/index.jsp?contentId=12034&vgnextoid=7a5ece94229d2210a2b3019d221024301cacRCRD

What we do
What we do
How does beneficiary for life insurance protect my personal information?

Beneficiary - Wikipedia, the free encyclopedia
For example: The beneficiary of a life insurance policy, is the person who receives the payment of the amount of insurance after the death of the insured.
http://en.wikipedia.org/wiki/Beneficiary

Designating Your Life Insurance Beneficiary - HCI
Useful information for designating a life insurance beneficiary provided by a national life insurance broker.
http://www.hciamerica.com/life-insurance-beneficiary.asp

How does beneficiary for life insurance collect my personal information?

We collect your personal information, for example, when you:

  • apply for a loan or open an account
  • pay your bills or file an insurance claim
  • give us your contact information

Designation of Beneficiary for Life Insurance – Kansas Board of ...
KPERS - 7/99A. Revised 6/08. KPERS Use Only. Designation of Beneficiary for Life Insurance. Kansas Board of Regents Members. Please type or print clearly .
http://www.kpers.org/forms/k799a.pdf

Why can't I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates' everyday business purposes-
    information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

Contingent Beneficiaries | Beneficiary ... - Life Insurance Quotes
Contingent Beneficiaries. When you buy a life insurance policy you will be required to name a beneficiary. You want to be certain the proceeds of the policy goes .
http://www.lifeinsurancehub.net/contingent-beneficiaries.html

What happens when I limit sharing for an account I hold jointly with someone else?

Designating a Beneficiary for Life Insurance - 360 Degrees of ...
A beneficiary is the person or entity you name (i.e., designate) to receive the death benefits of a life insurance policy. Some states require that your beneficiary .
https://www.360financialliteracy.org/Topics/Insurance/Life-Insurance/Designating-a-Beneficiary-for-Life-Insurance

Definitions
Definitions
Affiliates

Life Insurance FAQs -- Aetna
What do I need to do to enroll in Group Term Life Insurance? Check with your benefits administrator. Why designate a beneficiary? We need to know who your .
http://www.aetna.com/faqs-health-insurance/life-insurance-faqs.html

Nonaffiliates

Contingent Beneficiary Definition | Investopedia
The amount on a life insurance policy or pension that is payable to the beneficiary when the annuitant passes away. Also known as "survivor benefit".
http://www.investopedia.com/terms/c/contingent_beneficiary.asp

Joint marketing

Understanding Life Insurance Beneficiary Designations
In the language of life insurance, a beneficiary is the recipient of the proceeds of the policy when the named insured dies. The owner of a life insurance policy .
http://www.massmutual.com/planningtools/educationalarticles/articledisplay?mmcom_articleid=03ea30e5e885a110VgnVCM100000ee6d06aaRCRD

Other important information

Beneficiary Disputes - Texas Life Insurance Litigation
Disputes Over the Rightful Beneficiary of Life Insurance Proceeds. Under Texas law, life insurance is considered a non-testamentary or non-probate asset.
http://www.texaslifeinsurancelawyers.com/beneficiary-disputes/

IMPORTANT INFORMATION ABOUT BENEFICIARY DESIGNATIONS
Primary Beneficiary(ies) - the person(s) or entity you choose to receive your life insurance proceeds. Payment will be made in equal shares unless otherwise .
http://www.cfbta.org/file/document/prudential-beneficiary-form-cfbta.pdf

What Happens if the Beneficiary of a Life Insurance Policy is ...
Occasionally, there will be a situation where the beneficiary of a policy is deceased. When this happens, the money will be paid to the estate.
http://www.usacoverage.com/life-insurance/what-happens-if-the-beneficiary-of-a-life-insurance-policy-is-deceased.html

Choosing a Beneficiary with Life Insurance - Yahoo! Voices - voices ...
Jan 11, 2011 . When looking for life insurance it seems that most people focus on face amount amount and rates. Unfortunately, one the most important .
http://voices.yahoo.com/choosing-beneficiary-life-insurance-7585534.html

Naming Your Life Insurance Beneficiary
In most cases, choosing a beneficiary for your life insurance policy is an easy task. However, it doesn't hurt to think it through a little, and consider some .
http://www.lifeinsuranceindepth.com/beneficiary.html

Notice to customers with credit-related insurance products

Is there a tax on money received from a life insurance policy and if ...
Is there a tax on money received from a life insurance policy and if so is the tax paid by the beneficiary or by all who received money from the beneficiary per the .
http://wiki.answers.com/Q/Is_there_a_tax_on_money_received_from_a_life_insurance_policy_and_if_so_is_the_tax_paid_by_the_beneficiary_or_by_all_who_received_money_from_the_beneficiary_per_the_decedents_wishes

DESIGNATION OF BENEFICIARY
or beneficiaries, for benefits payable upon the death of that member. This form applies to the group life insurance for active and retired members of the ABP or .
http://www.state.nj.us/treasury/pensions/epbam/exhibits/pdf/eb0791.pdf

Special notice for residents of California

DESIGNATION OF BENEFICIARY OF LIFE INSURANCE BENEFITS ...
DESIGNATION OF BENEFICIARY OF LIFE INSURANCE BENEFITS. This form is applicable to ALL members of the fund. TO THE BOARD OF TRUSTEES OF .
http://www.nyc.gov/html/fdny/pdf/pension/m_126_10.pdf

Special notice for residents of Vermont

Sun Life Assurance Company of Canada
The designations you make on this form replace any prior beneficiary designations. Designations apply to your Basic as well as any Optional Life Insurance you .
http://louisville.edu/hr/forms/GrplifeADDBeneficiaryform%201-21-09.pdf

Special notice for residents of Texas

Life Insurance
Beneficiary(ies)" from your Policy Profile page or by accessing the "Forms Library " and selecting "Request to Change Beneficiary on Life Insurance" form.
http://www.prudential.com/view/page/public/13182

Beneficiary Designation Form | ING Financial Services
Beneficiary Designation Form. Employee Benefits. Print. (Life Insurance). The completed form must be sent to the insurer for approval (along with copies of all .
http://ing.us/employers/employee-benefits/forms-library/administration-forms/beneficiary-designation-form

benefit health illinois insurance† to access a printable version of the beneficiary for life insurance Privacy Notice

Revised: May, 2011

Online Privacy Practices

LC Beneficiary for Group Life Insurance
Beneficiary for Group Life Insurance. Please print all information in black ink. Please note that this form is only for changing your life insurance beneficiaries.
http://benefits.umich.edu/forms/BenifChg.pdf

What is a Life Insurance Beneficiary?
Get the information you need about life insurance beneficiaries before you select the people to receive the payout of your policy.
http://insurance.freeadvice.com/information/life/article/255

DESIGNATION OF LIFE INSURANCE BENEFICIARIES
The following is valuable information you should know before designating your life insurance. Beneficiary (ies): 1. Your beneficiary designations may be .
http://www.oregon.gov/DOC/GENSVC/docs/payroll_news/beneficiaries.doc

Contesting life insurance beneficiary: Can it be done?
Contesting life insurance beneficiary is easier when the beneficiary does not have insurable interest on the life of the insured.
http://www.ampminsure.org/claims/about3338.html

Understanding Life Insurance
The people you specify are called beneficiaries. The main reason people buy life insurance is to help their beneficiaries keep their standard of living after the .
http://www.tdi.texas.gov/pubs/consumer/cb018.html

DESIGNATION OF BENEFICIARY IMPORTANT - SEE ...
DESIGNATION OF BENEFICIARY. GOVERNMENT LIFE INSURANCE. IMPORTANT - SEE INSTRUCTIONS ON REVERSE. VA FORM. DEC 2005. 29- 336 .
http://www.vba.va.gov/pubs/forms/29-336.pdf

LexisNexis helps life insurers search for missing beneficiaries ...
Apr 23, 2012 . There's a new way for life insurance companies to find policy beneficiaries.
http://www.insure.com/articles/lifeinsurance/lexisnexis-finds-beneficiaries.html

How Do I Choose a Beneficiary? | Nationwide.com
Need help choosing a life insurance beneficiary? Nationwide can help.
http://www.nationwide.com/life-insurance-beneficiary-designation.jsp

LIFE INSURANCE DESIGNATION OF BENEFICIARY
53855. LIFE INSURANCE DESIGNATION OF BENEFICIARY. NORTH DAKOTA PUBLIC EMPLOYEES RETIREMENT SYSTEM. SFN 53855 (Rev. 06-2011) .
http://www.nd.gov/ndpers/forms-and-publications/forms/sfn-53855-life-ins-designation-of-beneficiary-chang.pdf

GROUP LIFE INSURANCE BENEFICIARY DESIGNATION FORM ...
GROUP LIFE INSURANCE BENEFICIARY DESIGNATION FORM. Hawaii Employer-Union Health Benefits Trust Fund. • This beneficiary designation cancels all .
http://www.royalstate.com/uploads/EUTF_Beneficiary_Designation.pdf

Life Insurance : Beneficiary Counseling Services
If you're covered under The Hartford's Group Life or Accident insurance policy, you have access to Beneficiary Assist counseling services provided by .
http://www.thehartford.com/cs/Satellite?c=Page&cid=1287777269311&pagename=GBD_Internet%2FPage%2FGeneralContent

Last Revised: December, 2010

BENEFICIARY DESIGNATION FORM
The Lincoln National Life Insurance Company, PO Box 2616, Omaha, NE 68103- 2616 . beneficiary(ies) only if there is no surviving primary beneficiary(ies).
http://www.jordanos.com/documents/LincolnBeneficiaryFrom.pdf

Life Insurance Beneficiary Designation
This form is to be used for designating the beneficiary(ies) who would receive a benefit from your university-provided Group Term Life Insurance (GTLI) and .
http://hr.osu.edu/forms/ben/gtliben.pdf

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Group Insurance. Life Accident Disability. BENEFICIARY DESIGNATION FORM. Life Insurance Company of North America. Employer Name .
http://www.maconstate.edu/forms/brdofregentsbene2.pdf