P2018-ND-151

On June 26, 2018, an employee of the Organization emailed a beneficiary designation form to a client.
The form was pre-filled with the first and last name of the recipient, and the date of birth, telephone number and two policy reference numbers belonging to another client who shares the same first and last name. The incident was discovered on July 11, 2018 when the unauthorized recipient emailed his advisor to report the error.