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P Box 3518 Station C Ottawa, Ontario K1Y 4G1 tel: 613-237-6792 fax: 613-231-2345 1-800-216-1107 www.coughlin.ca/psac-afpc. O. CHANGE OF BENEFICIARY AND NAME FORM Please select the appropriate box

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What is change of beneficiary and?

Change of beneficiary is a legal process of updating or modifying the designated beneficiary of a financial or insurance policy or account.

Who is required to file change of beneficiary and?

The policy or account owner is required to file a change of beneficiary. They have the authority to make changes to the designated beneficiary.

How to fill out change of beneficiary and?

To fill out a change of beneficiary form, you typically need to provide the policy or account information, current beneficiary details, and the new beneficiary's information. The form can usually be obtained from the financial institution or insurance company.

What is the purpose of change of beneficiary and?

The purpose of a change of beneficiary is to ensure that the policy or account proceeds are directed to the intended recipient(s) upon the owner's death. It allows the owner to update the beneficiary designation as per their wishes.

What information must be reported on change of beneficiary and?

The change of beneficiary form generally requires the following information: policy or account number, owner's name and contact details, current beneficiary's name and relationship, new beneficiary's name and relationship, and their contact information.

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