Get the free Beneficiary Statement - The Phoenix Companies

15 Jul 2016 ... Securities Exchange Act of 1934 (Exchange Act), against The Phoenix Companies, Inc. (Phoenix or ... upon and would be restated, along with unaudited financial statements for quarterly

How to fill out beneficiary statement - form

How to fill out a beneficiary statement form:

1. Start by carefully reading the instructions provided with the form. Make sure you understand the purpose of the beneficiary statement form and what information is required.
2. Begin by providing your personal details in the designated spaces. This may include your full name, address, date of birth, and contact information.
3. Identify the account or policy for which you are completing the beneficiary statement form. This could be an insurance policy, retirement account, or any other type of financial account.
4. Clearly list the beneficiaries you wish to designate for the account or policy. Include their full names, addresses, and relationship to you (e.g., spouse, child, sibling).
5. Specify the percentage or share of the account or policy you are assigning to each beneficiary. If you want all beneficiaries to receive an equal share, indicate that accordingly.
6. If there are any contingent or secondary beneficiaries, provide their information as well. These are individuals who will receive the benefits if the primary beneficiaries are unable to.
7. Sign and date the beneficiary statement form at the bottom. Some forms may require you to have your signature witnessed or notarized, so be sure to follow the instructions provided.

Who needs a beneficiary statement form:

1. Individuals who have financial accounts or policies with beneficiary provisions may need to complete a beneficiary statement form. This includes life insurance policies, retirement accounts such as IRAs or 401(k)s, annuities, and certain types of investment accounts.
2. Those who want to ensure that their assets are distributed according to their wishes after their passing should consider completing a beneficiary statement form. This allows the account holder to designate specific individuals as beneficiaries and specify how they should inherit the assets.
3. It is especially important for individuals who have experienced major life changes such as marriage, divorce, birth of a child, or the death of a beneficiary to update their beneficiary statement forms to reflect the current circumstances.

Note: It is always recommended to consult with a legal or financial professional when completing a beneficiary statement form to ensure it aligns with your overall estate planning goals and legal requirements in your jurisdiction.

For pdfFiller’s FAQs

What is beneficiary statement - form?

A beneficiary statement form is a document used to report information regarding beneficiaries of certain accounts or assets.

Who is required to file beneficiary statement - form?

Individuals or entities who are designated as beneficiaries of certain accounts or assets are required to file a beneficiary statement form.

How to fill out beneficiary statement - form?

Beneficiary statement forms can typically be filled out by providing personal information such as name, address, relationship to the account holder, and details of the account or asset.

What is the purpose of beneficiary statement - form?

The purpose of a beneficiary statement form is to ensure that accurate and up-to-date information is reported regarding beneficiaries of accounts or assets.

What information must be reported on beneficiary statement - form?

Information such as the beneficiary's name, address, Social Security number, and relationship to the account holder must be reported on a beneficiary statement form.

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