Get the free Change of Beneficiary and/or Name

This document is used to change the beneficiary designation and/or name of the insured for Anthem Blue Cross Life and Health Insurance policies.

How to fill out change of beneficiary andor

How to fill out Change of Beneficiary and/or Name

1. Obtain the Change of Beneficiary and/or Name form from your insurance provider or financial institution.
2. Fill in your personal information, including your full name, policy or account number, and contact details.
3. Specify whether you are changing the beneficiary, your name, or both.
4. If changing the beneficiary, provide the new beneficiary's name, relationship to you, and any necessary identification details.
5. If changing your name, provide the new name and the reason for the change (such as marriage or legal name change).
6. Sign and date the form to certify the changes.
7. Submit the completed form to your insurance provider or financial institution, following their submission guidelines.

Who needs Change of Beneficiary and/or Name?

1. Individuals who have changed their marital status and wish to update their beneficiary information.
2. Policyholders who want to designate a different beneficiary due to personal reasons.
3. Individuals who have legally changed their name and need to update their records.
4. Anyone managing a trust or estate who needs to update beneficiary designs.

People Also Ask about

How do I edit a beneficiary?

0:01 0:41 Details of your choice click save and you're done to remove a beneficiary select a recipient accountMoreDetails of your choice click save and you're done to remove a beneficiary select a recipient account you'd like to delete. Click Edit select delete and the beneficiary will be successfully deleted.

How do you change a beneficiary?

Change a beneficiary Generally, you can review and update your beneficiary designations by contacting the company or organization that provides your insurance or retirement plan. You can sometimes do this online.

Can you change your beneficiary?

You can change your beneficiary at any time. If a beneficiary dies or you divorce your beneficiary, your designation becomes invalid for that person. You should review your beneficiaries every year and after any major life event such as marriage, divorce, the birth of a child or a death.

How do I change my beneficiary name?

Fill out the beneficiary change form: Fill out the life insurance beneficiary change form with all the necessary details, including your policy number, the current beneficiary information, and the new beneficiary details.

How do I take someone off as a beneficiary?

If your goal is to remove someone as a beneficiary, then you have two options. First, you can redistribute the inheritance among your other beneficiaries. Second, you can name a new beneficiary to take over that portion of your estate. Ultimately, this choice is up to you.

What is the difference between a beneficiary and a named beneficiary?

A named beneficiary is often an individual or a group of people, such as a personal acquaintance or family member. But the beneficiary can also be an estate or a non-profit organization, chosen by the account holder's insurance policy.

What is the difference between beneficiary name and account name?

In a bank account, the beneficiary's name is specified as the recipient of funds, and they have ownership rights. The nominee in a bank account is someone chosen by the account holder to facilitate the transfer of assets but doesn't have ownership rights.

For pdfFiller’s FAQs

What is Change of Beneficiary and/or Name?

Change of Beneficiary and/or Name refers to the process of updating the designated person or entity that will receive benefits from a financial instrument, insurance policy, or account, as well as any updates to the name associated with the account.

Who is required to file Change of Beneficiary and/or Name?

Typically, the policyholder, account owner, or any individual authorized to make changes to the account or policy is required to file a Change of Beneficiary and/or Name.

How to fill out Change of Beneficiary and/or Name?

To fill out a Change of Beneficiary and/or Name form, you need to provide your original information, the new beneficiary's name and details, and if applicable, the new name you wish to update. All required signatures and dates should be included.

What is the purpose of Change of Beneficiary and/or Name?

The purpose of Change of Beneficiary and/or Name is to ensure that the benefits of a policy or account are allocated to the correct parties after events such as marriage, divorce, death, or personal preference changes.

What information must be reported on Change of Beneficiary and/or Name?

Information that must be reported includes the current beneficiary's name, the new beneficiary's name, the policyholder's name, any changes to the policyholder's name, account numbers, and signatures of involved parties.