Beneficiary Claim (Deceased 2020 or After)

Use this form to claim a deceased account if the date of death occurred on or after 1/1/2020.

---

Beneficiary Claim (Deceased Before 2020)

Use this form to claim a deceased account if the date of death occurred before 1/1/2020.

---

Beneficiary Election Options

Helpful Hints for Beneficiaries Claiming Decedent’s Account when death occurred prior to 1/1/20.

---