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PO Box 29045 Phoenix AZ 850389045 (800) 4387180 Fax (602) 8080521 Service lhlic.com BENEFICIARY CHANGE FORM Policy: Insured: Owner: Instructions for completing this form: 1. This form must be completed

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How to fill out beneficiary change form:

1. Begin by obtaining the beneficiary change form from the appropriate institution or organization. This can be typically done online or by visiting their office.
2. Carefully read and understand the instructions provided with the form. Make sure you have all the necessary information and documentation before proceeding.
3. Start by filling out your personal information accurately. This may include your full name, address, contact details, and any identification numbers required.
4. Identify the existing beneficiaries listed on the form and indicate the changes you wish to make. This may involve adding new beneficiaries, removing existing ones, or updating their information.
5. Provide the necessary information for each beneficiary you wish to include. This may include their full name, relationship to you, date of birth, and contact details.
6. Double-check all the information you have entered to ensure accuracy. Typos or mistakes may cause delays or complications in processing the form.
7. If required, sign and date the form in the designated areas. Some forms may also require witnesses or additional signatures, so make sure to follow the specific instructions provided.
8. Gather any supporting documentation that may be needed, such as legal documents, death certificates, or proof of relationship, depending on the nature of the beneficiary change.
9. Once completed, review the instructions again to ensure you have provided all the necessary information and documentation.
10. Submit the beneficiary change form according to the instructions provided. This may involve mailing it, submitting it online, or personally delivering it to the appropriate office.

Who needs a beneficiary change form:

1. Individuals who have designated beneficiaries for their life insurance policies, retirement plans, or investment accounts may need a beneficiary change form.
2. Anyone who wishes to update the beneficiaries listed in their will or estate plan may also require a beneficiary change form.
3. People who have previously filled out a beneficiary designation form but want to make changes due to life events, such as marriage, divorce, birth, or death in the family, would need to complete a beneficiary change form.
4. Individuals who want to ensure that their assets or benefits are distributed according to their current wishes and preferences should consider utilizing a beneficiary change form.

Note: The specific requirements and procedures for beneficiary change forms may vary depending on the institution, organization, or legal jurisdiction. It is important to consult the relevant guidelines and regulations to ensure compliance.

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What is beneficiary change form?

A beneficiary change form is a document used to update the designated beneficiaries on a specific account or policy.

Who is required to file beneficiary change form?

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

How to fill out beneficiary change form?

To fill out a beneficiary change form, you need to provide your personal information, current beneficiaries, and updated beneficiaries.

What is the purpose of beneficiary change form?

The purpose of a beneficiary change form is to ensure that the account or policy passes to the intended beneficiaries in case of the account holder's or policyholder's death.

What information must be reported on beneficiary change form?

The beneficiary change form typically requires information such as the account holder's or policyholder's name, account or policy number, current beneficiaries, and updated beneficiaries.