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Complete a beneficiary checkup
When was the last time you reviewed your beneficiary information? If you’re not sure, now is a great time to review who you have designated to receive your life insurance or annuity proceeds. After all, a lot can change in the span of a short time — from marriage to new children, divorce, and deaths of loved ones. You need to make sure your beneficiary information is up to date.
Checking your beneficiary designation is easy. Simply log on to Gleaner Life Insurance Society’s member portal at www.gleanerlife.org. From the Member Portal home page, click on “My Certificates.” Your beneficiary information is listed near the bottom of the page.
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If you need to make a change to your bene ciary or add individuals, simply click on “Important Forms” in the left navigation and nd the “Change of Bene ciary” section. Once you have completed the form, you can either mail it to Gleaner’s Home O ce or email it using the Secure File Transfer located on the bottom of Gleaner Life’s website at www.gleanerlife.org.
If you have not yet created a portal account, you can set up one within a few minutes. Click on “My Account” from www.gleanerlife.org and then select “Create an account.” Make sure you have your certificate number on hand to complete the process.
If you don’t know your certificate number or have any questions about beneficiaries, contact Gleaner for help at 800.992.1894 or gleaner@gleanerlife.org.