Common Beneficiary Situations and Requirements

Common Beneficiary Requirements

The claims packet sent to the beneficiary will include required forms and indicate what is needed. Here are the most common situations and scenarios:

The Claimant’s Statement including the beneficiary's address and Social Security number must be completed and signed by the Attorney-in-Fact.

We will also require an affidavit affirming the Power of Attorney and a notarized copy of the Power of Attorney Agreement.

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