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CHAPTER 14. Records and Forms

14.01 The Maintenance of Records
14.02 Forms


a. Appropriate records showing the names and amount of insurance in force for those members who are insured in the SGLI program should be maintained by each uniformed service concerned and be available if required by the Secretary.

b. The uniformed services should also retain all individual instructions, notifications and other declarations or elections submitted by its insured members and should make proper certifications as required. Particularly important are the elections by members to cancel or decline insurance. Such records are to be maintained in the member's personnel folder during his or her full period of duty, and should be retained in the records maintained by the uniformed service following the member's separation or release from duty.

c. Once a claim has been filed with the OSGLI, the claims records will be retained by the OSGLI. The OSGLI will retain all records for those individuals who have VGLI coverage. This includes applications, records involving maintenance of the account and all claims records.

14.02 Forms

a. The uniformed service is expected to retain a sufficient quantity of insurance forms to meet anticipated unit needs.

b. Each service can acquire forms through electronic generation at the forms download page at Forms are available in Adobe Portable Document Format (pdf) and can be accessed using Adobe Acrobat Reader 7.0 or above. The forms are approved for Local Reproduction Authorized (LRA) and are to be reproduced without alteration.

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