Cigna Beneficiary Designation Form - Life Insurance Company Of North America Page 2
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2GUIDELINES FOR DESIGNATION OF BENEFICIARIES
General - Please be sure to include the beneficiary’s full name, social security number and relationship to you. Providing
this information can help expedite the claim process by making it easier to locate and verify beneficiaries.
Trust as Beneficiary - You may designate a trust as beneficiary, using the following form: “To [name of trustee], trustee of
the [name of trust], under a trust agreement dated [date of trust].”
If you wish to designate a testamentary trust as beneficiary (i.e., one created by will), you should recognize the possibility
that your will which was intended to create this trust may not be admitted to probate (because it is lost, contested, or
superseded by a later will). Claim payment delays can result if the beneficiary designation doesn’t provide for this
situation.
Life Status Changes - We recommend that you review your beneficiary designation when significant life status events
occur, such as marriage, divorce, or birth of a child.
See an Attorney! The above guidelines are general and are not intended to be relied on as legal advice. Unless your
designation is a simple one, we recommend that you obtain the assistance of an attorney in drafting your beneficiary
designation. A qualified attorney can help assure that your beneficiary designation correctly reflects your intentions, is
clear and unambiguous, and meets legal requirements.
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