Get the free Beneficiary Change Form - AGC Health Plans NW

Likewise, Assurance Company P.O. Box 2272, Seattle, WA 981112272 (425) 9184575 BENEFICIARY DESIGNATION OR CHANGE AUTHORIZATION INSTRUCTIONS FOR EMPLOYER: 1) Please verify that all spaces are completed

How to fill out beneficiary change form

How to fill out a beneficiary change form:

1. Obtain the form: Contact your insurance company, retirement plan administrator, or financial institution and ask for a beneficiary change form. They may be able to provide it in person, via mail, or through their website.
2. Provide personal information: Fill out your personal information accurately on the form. This may include your name, address, social security number, and contact information.
3. Identify the policy or account: Clearly indicate the specific policy or account for which you want to change the beneficiary. This ensures that the change is applied to the correct asset.
4. Select primary and contingent beneficiaries: Specify the primary beneficiary, who will receive the assets upon your death. You may also include contingent beneficiaries, who will receive the assets in case the primary beneficiary is unable or unwilling to accept them.
5. Include beneficiary details: Provide the full legal names, addresses, and social security numbers of the beneficiaries. It is important to ensure accuracy and verify this information with the beneficiaries.
6. Determine the allocation: Specify the portion or percentage of the assets each beneficiary should receive. This can be equal shares or a predetermined distribution based on your preferences.
7. Review and sign the form: Carefully review the filled-out form to make sure all the information is correct. Sign and date the form, as well as provide any required witness signatures if necessary.

Who needs a beneficiary change form:

1. Individuals with life insurance policies: If you have a life insurance policy, you may need to fill out a beneficiary change form to update the recipient of the death benefit.
2. Retirement plan participants: If you have a retirement savings account, such as an IRA or 401(k), it is important to keep your beneficiary information up to date. This will ensure that your savings are distributed according to your wishes in the event of your death.
3. Owners of investment accounts: If you have various investment accounts, such as brokerage or mutual fund accounts, it is advisable to review and update your beneficiary designations periodically. This will help to ensure that your investments are transferred to the intended beneficiaries upon your passing.

Note: It is always recommended to review beneficiary designations regularly, especially after major life events such as marriage, divorce, birth or adoption of a child, or the death of a beneficiary. This helps to keep your beneficiary information current and aligned with your wishes.

For pdfFiller’s FAQs

What is beneficiary change form?

The beneficiary change form is a document used to update or modify the designated recipient of benefits or assets.

Who is required to file beneficiary change form?

The policyholder or account holder is typically required to file the beneficiary change form.

How to fill out beneficiary change form?

To fill out the beneficiary change form, you will need to provide your personal information, the current beneficiary information, and the new beneficiary information.

What is the purpose of beneficiary change form?

The purpose of the beneficiary change form is to ensure that the correct recipient receives the benefits or assets in the event of the policyholder's or account holder's death.

What information must be reported on beneficiary change form?

The beneficiary change form typically requires information such as the policyholder's or account holder's name, address, social security number, current beneficiary's name, and the new beneficiary's name.

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