Get the free Beneficiary Change Form

This form is used to update the beneficiary and contingent beneficiary information for a new Owner or Joint Owner, as well as to revoke any prior beneficiary designations.

How to fill out beneficiary change form

How to fill out Beneficiary Change Form

1. Obtain the Beneficiary Change Form from your insurance provider or financial institution.
2. Read the instructions carefully to understand the requirements for completing the form.
3. Fill in your personal details, including your name, policy number, and contact information.
4. Identify the current beneficiaries and provide their information as required on the form.
5. Enter the details of the new beneficiaries you wish to designate, including their names, contact information, and relationship to you.
6. Specify the percentage of the benefit each beneficiary will receive, if applicable.
7. Review the completed form for accuracy to ensure all information is correct.
8. Sign and date the form to validate your request for the beneficiary change.
9. Submit the completed form to your insurance provider or financial institution, following their submission guidelines.

Who needs Beneficiary Change Form?

1. Individuals wishing to update or change the beneficiaries on their life insurance policy or retirement account.
2. Policyholders who have experienced significant life events such as marriage, divorce, or the birth of a child.
3. Anyone who desires to ensure their assets are distributed according to their current wishes upon their passing.

For pdfFiller’s FAQs

What is Beneficiary Change Form?

A Beneficiary Change Form is a legal document used to designate or change the beneficiaries for a financial account, insurance policy, retirement plan, or other instruments.

Who is required to file Beneficiary Change Form?

The account holder, policy owner, or participant in a retirement plan is required to file the Beneficiary Change Form to update or designate beneficiaries.

How to fill out Beneficiary Change Form?

To fill out a Beneficiary Change Form, provide your personal information, specify the details of the beneficiaries you wish to add or change, and sign the form as required.

What is the purpose of Beneficiary Change Form?

The purpose of the Beneficiary Change Form is to ensure that the assets of an account or policy are distributed according to the account holder's wishes upon their death.

What information must be reported on Beneficiary Change Form?

The information must include the account holder's details, the names and contact information of the new or existing beneficiaries, and any relevant account or policy numbers.