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pdfClaim for Accelerated Benefits
Servicemembers’ Group Life Insurance
Family Coverage (FSGLI)
The Accelerated Benefit Option allows the service member to receive up to 50% of his/her spouse’s FSGLI benefit if the spouse has been
diagnosed by a physician as being terminally ill with nine (9) months or less to live (See 38 U.S.C. 1980). The service member, their spouse, or
an alternate applicant acting on each of their behalf can apply for this benefit. The alternate applicant can only apply on behalf of the service
member and/or their spouse if all of the following criteria are met:
• service member’s and/or service member’s spouse’s physician certifies they are medically incapacitated*;
• the alternate applicant has power of attorney, guardianship, or conservatorship of the service member or their spouse, or is the Defense
Finance Accounting Service-appointed military trustee (for service members only).
*Medically incapacitated is defined as: an individual who has been determined by a medical professional to be physically or mentally impaired
by physical disability, mental illness, mental deficiency, advanced age, chronic use of drugs or alcohol, or other causes that prevent sufficient
understanding or capacity to manage his or her own affairs competently.
The amount of insurance proceeds payable to the service member at the time of his/her spouse’s death will be reduced by the amount of
accelerated benefit the service member chooses to receive now. The FSGLI premium will be lowered to reflect the reduced coverage amount.
How to Submit a Claim for Accelerated Benefits
The service member or alternate applicant, the service member’s spouse or their alternate applicant, the service member’s spouse’s physician,
and the service member’s branch of service must complete the attached forms as indicated. Completed forms should be submitted as follows:
Active duty service members/Reservists
Army National Guard
1. The service member should complete the top of page 3. If the service
member is medically incapacitated, the alternate applicant should
complete the top of page 3 on behalf of the service member and attach
one of the following documents indicating their authority to act on the
service member’s behalf:
• guardianship/conservatorship papers
• power of attorney
• Proof of military trusteeship appointment
(DoD Form 2827 - “Application for Trusteeship”)
2. The service member’s spouse should complete the authorization to release
medical records on the bottom of page 3.
If the service member’s spouse is medically incapacitated, the alternate
applicant for the spouse should complete the bottom of page 3 on behalf
of the service member’s spouse and attach one of the following documents
indicating their authority to act on the service member’s spouse’s behalf:
• guardianship/conservatorship papers
• power of attorney
3. The service member’s spouse’s physician should complete page 4.
4. Submit the entire form to the service member’s personnel office to
complete the top of page 5.
5. After completing the top of page 5, the personnel office should submit
the entire form to the service member’s casualty office to complete the
bottom portion of page 5.
1. The service member should complete the top of page 3. If the service
member is medically incapacitated, the alternate applicant should complete the top of page 2 on behalf of the service member and attach one
of the following documents indicating their authority to act on the service
member’s behalf:
• guardianship/conservatorship papers
• power of attorney
• Proof of military trusteeship appointment
(DoD Form 2827 - “Application for Trusteeship”)
2. The service member’s spouse should complete the authorization to release
medical records on the bottom of page 3. If the service member’s spouse
is medically incapacitated, the alternate applicant for the spouse should
complete the bottom of page 3 on behalf of the service member’s spouse
and attach one of the following documents indicating their authority to act
on the service member’s spouse’s behalf:
• guardianship/conservatorship papers
• power of attorney
3. The service member’s spouse’s physician should complete page 4.
4. Submit the entire form to the service member’s state National Guard
headquarters to complete page 5.
Important Information
■ If the claim for accelerated benefits is approved, the service member will receive a payment for the amount requested.
■ Once the payment is cashed or deposited, the accelerated benefit cannot be revoked.
■ The service member can receive this benefit only once during the spouse’s lifetime.
■ The service member may use this benefit for any purpose.
■ If the spouse is covered under SGLI Family Coverage, the Office of Servicemembers’ Group Life Insurance (OSGLI) will notify the service
member’s branch of service to reduce the face amount of the spouse’s coverage and premium rate.
■ If the claim is not approved, the service member has the option of submitting additional medical information or reapplying at a later date.
GL.2012.231 Ed. 12/2022
SGLV 8284A
Page 1 of 5
The Office of Servicemembers’ Group Life Insurance (OSGLI) administers Servicemembers’ Group Life Insurance and Veterans’ Group Life
Insurance under the supervision of the Department of Veterans Affairs. OSGLI is a division of The Prudential Insurance Company of America.
OMB Control No.: 2900-0618
Respondent Burden: 12 minutes
Expiration Date: XX/XX/20XX
PRIVACY ACT INFORMATION: No insurance may be converted unless a completed application form has been received (38 U.S.C. 1904 and 1942). The VA will not disclose information
collected on this form to any source other than what has been authorized under the Privacy Act of 1974 or Title 5, Code of Federal Regulations 1.526 for routine uses as identified in VA system of
records, 36VA29, Veterans and Uniformed Services Personnel Programs of U.S. Government Life Insurance - VA, published in the Federal Register. Your obligation to respond is required to
obtain or retain benefits. The responses you submit are considered confidential (38 USC 5701).
RESPONDENT BURDEN: An agency may not conduct or sponsor, and a person is not required to respond to a collection of information unless it displays a currently valid OMB control
Number. The OMB control number for this project is 2900-0618, and it expires XX/XX/20XX. Public reporting burden for this collection of information is estimated to average 12 minutes per
respondent, per year, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of
information. Send comments regarding this burden estimate and any other aspect of this collection of information, including suggestions for reducing the burden to VA Reports Clearance Officer
at VACOPaperworkReduAct@VA.gov. Please refer to OMB Control No. 2900-0618 in any correspondence. Do not send your completed VA Form SGLV 8284A to this email address.
Method of Payment
I HEREBY CERTIFY that all statements made in this claim are true to the best of my knowledge, information, and belief, and that no
evidence necessary to a settlement of this claim is suppressed or withheld. My preferred method of payment is:
Lump Sum – Check (Checks will be issued in the name of the insured even if an alternate applicant applied on behalf of the insured.)
Lump Sum – Electronic Funds Transfer (EFT) – Please provide your banking information below. (This payment option is not available
if claim is being made by an alternate applicant other than the insured.)
For EFT only – Please provide your banking information below to have the benefit paid by Electronic Funds Transfer.
Bank Routing Number
Bank Account Number
Checking
Savings
Bank Phone Number
Bank Name
First Name
MI
Customer’s Name
Street Address
City, State, Zip
The bank routing
number is always
9 digits and
appears between
the symbols
Last Name
Check
Sample
Check No. 1234
PAY TO THE
ORDER OF________________________________________________ $
________________________________________________________
Dollars
Bank Name
Street Address
City, State, Zip
223207349
Bank Routing Number
The bank account
number varies in
length and may
contain dashes or
spaces. The
symbol indicates
the end of the
account number.
00123012201234
1234
Bank Account Number
Check Number (not needed)
If I have selected payment by Electronic Funds Transfer, I authorize The Prudential Insurance Company of America (Prudential) to make electronic deposits on my
Death Claim proceeds into the above account. I understand that I must be the named account holder on this account and that any deposit made to an inactive account
agreement will be returned to Prudential and reissued as a manual check. In addition, if any overpayment of such Death Claim proceeds is credited to this account in
error, I authorize Prudential to withdraw the difference between the benefit amount paid and the recalculated amount of the benefit actually due under the terms of the
insurance coverage.
GL.2012.231
Ed. 12/2022
18138360
SGLV 8284A
Page 2 of 5
TO BE COMPLETED BY SERVICE MEMBER OR ALTERNATE APPLICANT.
CLAIM FOR ACCELERATED BENEFITS
Service member’s name (first middle last)
Service member’s mailing address
Service member’s Social Security Number
Service member’s
Branch of Service
Service member’s telephone number
Service member’s duty status
Active Duty
Ready Reserves
Army/Air National Guard
Separated/Discharged (120-day free
coverage period)
(provide separation/discharge date)
Spouse’s name (first middle last)
Spouse’s Social Security Number
Amount of spouse’s coverage
Amount of Claim (Cannot exceed 50% of spouse’s total coverage)
$
$
I acknowledge that I (or the alternate applicant) have read all of the attached information about the accelerated benefit. I understand
that I can get this benefit only once during my spouse’s lifetime and that I can use it for any purpose I choose. I further understand that
the face amount of my spouse’s coverage will be reduced by the amount of accelerated benefit I choose to receive now.
Signature (service member or alternate applicant)_______________________ Date____________________
TO BE COMPLETED BY SERVICE MEMBER’S SPOUSE OR ALTERNATE APPLICANT
AUTHORIZATION TO RELEASE MEDICAL RECORDS
To all physicians, hospitals, medical service providers, pharmacists, employers, other insurance companies, and all other agencies
and organizations:
You are authorized to release a copy of all my medical records, including examinations, treatments, history, and prescriptions, to the
Office of Servicemembers’ Group Life Insurance (OSGLI) or its representatives.
Spouse’s printed name ________________________________________________
Spouse’s signature (Spouse or spouse’s alternate applicant signature) _______________ Date ____________________
A photocopy of this authorization will be considered as effective and valid as the original. Valid for one year from date signed.
GL.2012.231 Ed. 12/2022
SGLV 8284A
Page 3 of 5
TO BE COMPLETED BY SERVICE MEMBER’S SPOUSE’S PHYSICIAN
ATTENDING PHYSICIAN’S CERTIFICATION
Patient’s name
Diagnosis
Patient’s Social Security Number
ICD-9-CM/ICD-10-CM Disease Code*
Description of Present Medical Condition (Please attach results of x-rays, E.K.G. or other tests)
Is the patient medically incapacitated?**
Yes
No
**Medically incapacitated is defined as: an individual who has been determined by a medical professional to be physically or mentally
impaired by physical disability, mental illness, mental deficiency, advanced age, chronic use of drugs or alcohol, or other causes that
prevent sufficient understanding or capacity to manage his or her own affairs competently.
The patient applied for an accelerated benefit under his/her government life insurance coverage. To qualify, the patient must have a life
expectancy of nine (9) months or less. Does your patient meet this requirement?
Yes
No
Attending physician’s name
(please print)
State in which you are
licensed to practice
Specialty
Mailing address
Telephone number
Fax number
Signature________________________________________________
Date _____________________
*International Classification of Diseases, 9th revision, Clinical Modification/International Classification of Diseases,
10th revision, Clinical Modification
GL.2012.231 Ed. 12/2022
SGLV 8284A
Page 4 of 5
TO BE COMPLETED BY THE PERSONNEL OFFICE OF THE SERVICE MEMBER’S UNIT
BRANCH OF SERVICE STATEMENT
Service member’s name
Service member’s
Social Security Number
Service member’s
Branch of Service
Spouse’s Name
Spouse’s Social Security Number
Amount of FSGLI Coverage
Monthly premium amount
$
$
Name and title of person completing this form
Telephone number
Fax number
Service member’s duty station and address
Signature of person completing this form
Date
Note: After completing this section, the personnel officer should submit the form to the service member’s casualty branch.
TO BE COMPLETED BY THE SERVICE MEMBER’S CASUALTY BRANCH
Certified by:
Name
Title
Branch of Service
Certification date
Telephone number
Fax number
Notice: It is fraudulent to complete these forms with information you know to be false or to omit important facts. Criminal and/or civil
penalties can result from such acts.
GL.2012.231 Ed. 12/2022
SGLV 8284A
Page 5 of 5
File Type | application/pdf |
File Title | Claim for Accelerated Benefits |
Author | Prudential |
File Modified | 2024-09-30 |
File Created | 2023-01-19 |