Get the free CHANGE OF BENEFICIARY FORM WHEN TO USE THIS FORM Use this form when you need to add,...

CHANGE OF BENEFICIARY FORM WHEN TO USE THIS FORM Use this form when you need to add, change or remove a beneficiary on your account with Equity Institutional, a division of Equity Trust Company. Primary

How to fill out change of beneficiary form

How to fill out change of beneficiary form:

1. Begin by obtaining a copy of the change of beneficiary form from the appropriate institution or organization. This could be an insurance company, retirement plan provider, or any other entity that requires beneficiaries to be designated.
2. Fill in your personal information in the specified sections of the form. This typically includes your full name, address, date of birth, and contact information. Ensure that all the provided details are accurate and up to date.
3. Identify the current beneficiary or beneficiaries that you wish to change. Provide their full names, relationship to you, and any other required information. If there are multiple beneficiaries, indicate how the benefits should be distributed among them (e.g., equally or with specific percentages).
4. Next, specify the new beneficiary or beneficiaries that you want to designate. Include their full names, relationship to you, and any other necessary details. Similar to the previous step, indicate how the benefits should be allocated among multiple beneficiaries.
5. Review the form carefully before signing and dating it. Ensure that all the information provided is accurate and matches your intentions. If any errors or discrepancies are noticed, make the necessary corrections and initial them.
6. If required, have the form witnessed or notarized, depending on the specific institution's guidelines. Some organizations may require additional verification to ensure the authenticity of the changes being made.
7. Submit the completed change of beneficiary form to the appropriate institution or organization. Follow their instructions regarding how to submit the form, whether it be through mail, in-person delivery, or an online submission portal.

Who needs change of beneficiary form:

1. Individuals who have existing life insurance policies or retirement plans may need to complete a change of beneficiary form if they wish to update or modify the designated beneficiaries.
2. In the event of a significant life event, such as marriage, divorce, the birth of a child, or the death of a beneficiary, it becomes necessary to update the beneficiaries as per the individual's wishes.
3. People who want to ensure that their assets or benefits are distributed according to their current preferences may also choose to fill out a change of beneficiary form, preemptively updating their beneficiaries to align with their updated estate planning goals.

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