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This document is a request form for changing the beneficiary designation for basic and supplemental life insurance policies provided by ReliaStar Life Insurance Company. It includes sections for insured
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How to fill out beneficiary designation change request
How to fill out Beneficiary Designation Change Request
01
Obtain the Beneficiary Designation Change Request form from your financial institution or company.
02
Fill in your personal information, including your name, address, and account number.
03
Specify the current beneficiaries you wish to change or remove.
04
Provide the details of the new beneficiaries, including their names, addresses, and relationship to you.
05
Ensure that the percentages for all beneficiaries total 100% if applicable.
06
Sign and date the form to validate the request.
07
Submit the completed form via mail, email, or in-person as directed by the institution.
Who needs Beneficiary Designation Change Request?
01
Individuals who want to change the beneficiaries listed on their financial accounts, insurance policies, or retirement plans.
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What is Beneficiary Designation Change Request?
A Beneficiary Designation Change Request is a formal document used to update or change the designated beneficiaries of a financial account, insurance policy, or retirement plan.
Who is required to file Beneficiary Designation Change Request?
Individuals who wish to change the beneficiaries on their financial products, such as life insurance, retirement accounts, or other investment accounts, are required to file a Beneficiary Designation Change Request.
How to fill out Beneficiary Designation Change Request?
To fill out a Beneficiary Designation Change Request, one must provide personal information, specify the current beneficiaries, list new beneficiaries, and ensure all required signatures are included.
What is the purpose of Beneficiary Designation Change Request?
The purpose of a Beneficiary Designation Change Request is to ensure that the intended individuals receive the benefits and assets upon the account holder's death, reflecting their current wishes.
What information must be reported on Beneficiary Designation Change Request?
The information that must be reported includes the account holder's personal details, current beneficiary names and details, new beneficiary names and details, and any relevant account numbers.
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