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CHANGE OF BENEFICIARY(IES) A group benefits plan insured by SSR Financial Group and administered by : Please print in ink and sign. 1. IDENTIFICATION Policy no 14A00 Movement certificate no Participants

How to fill out change of beneficiaryies

How to fill out a change of beneficiaries:

1. Locate the relevant forms: Start by finding the appropriate form for changing beneficiaries. This may vary depending on the specific financial institution or insurance provider. In most cases, you can find these forms on the institution's website or by contacting their customer service.
2. Read instructions carefully: Once you have the form, make sure to read the instructions thoroughly. It is essential to understand the requirements and procedures involved in changing beneficiaries. Pay attention to any specific documentation or information that needs to be provided.
3. Provide personal details: The form will typically require you to provide personal details such as your full name, address, social security number, and the account or policy number for which you are changing beneficiaries. Make sure to fill in this information accurately and double-check for any errors.
4. Specify current beneficiaries: Indicate the current beneficiaries that you wish to change. The form may ask for their names, relationship to you, and their contact information. Provide all the necessary details to ensure a smooth transfer.
5. Add new beneficiaries: Once you have specified the current beneficiaries, proceed to add the new beneficiaries. Include their full names, relationships, and contact information. If you are designating multiple beneficiaries, clearly state the intended distribution or percentages if applicable.
6. Review and sign: Carefully review all the information you have provided to ensure accuracy. Check for any spelling mistakes or missing details. Once you are satisfied, sign and date the form. Some institutions may require additional witnesses or notarization, so be sure to follow any specific instructions.
7. Submit the form: Once you have completed and signed the form, submit it to the appropriate institution or directly to the competent authority. Follow the instructions on how to submit the form, whether it's through mail, email, or online submission. Make a copy of the form for your records.

Who needs a change of beneficiaries:

1. Individuals with life insurance policies: If you have a life insurance policy, you may need to change the beneficiaries listed due to various reasons such as marriage, divorce, or the birth of a child. It ensures that the benefits are directed to the intended individual(s) upon your passing.
2. Retirement account holders: If you have an individual retirement account (IRA), 401(k), or other retirement accounts, you might want to update your beneficiaries. Life circumstances change, and it is important to ensure that the designated individuals receive the assets as intended.
3. Trust holders: Individuals who have established trusts may need to change the beneficiaries listed in the trust documents. This is common when there are changes in family dynamics, such as birth, death, divorce, or estrangement.
4. Investment accounts: Some investment accounts allow you to designate beneficiaries, ensuring a smooth transition of assets upon your passing. If you have such accounts, it might be necessary to update the beneficiaries to reflect your current wishes or changes in your life circumstances.

Remember, it's crucial to regularly review and update your beneficiaries to reflect your current wishes and life circumstances. Life events such as marriage, divorce, births, or deaths may require changes to your beneficiary designations.

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What is change of beneficiaries?

A change of beneficiaries is a modification to the individuals who will receive the benefits of a policy or account upon the death of the original beneficiary.

Who is required to file change of beneficiaries?

The policy or account holder is usually required to file a change of beneficiaries form.

How to fill out change of beneficiaries?

To fill out a change of beneficiaries form, the policy or account holder must provide the names and information of the new beneficiaries and submit the form to the financial institution or insurance company.

What is the purpose of change of beneficiaries?

The purpose of a change of beneficiaries is to ensure that the desired individuals will receive the benefits of the policy or account in the event of the original beneficiary's death.

What information must be reported on change of beneficiaries?

The change of beneficiaries form typically requires the names, contact information, and relationship to the policyholder of the new beneficiaries.