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CHANGE IN BENEFICIARY WITH CONTINGENT BENEFICIARY Please retain a completed copy for your own records. Complete one form for each account you wish to change your beneficiaries on. Steady hand Investment

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How to Fill Out Change of Beneficiary Form:

01

Obtain the change of beneficiary form from the relevant institution or insurance company. This form is typically available online or can be requested from their customer service department.

02

Begin by carefully reading the instructions listed on the form. Make sure you understand the purpose of the form and the necessary steps to complete it accurately.

03

Enter your personal information accurately in the designated fields. This includes your full name, address, contact information, and any other required details.

04

Identify the policy or account for which you want to make changes to the beneficiary designation. Provide the necessary policy or account number along with any additional details required.

05

Indicate the current beneficiary information. Include their full name, relationship to you, and any other relevant details requested.

06

Specify the new beneficiary details. Provide the full name, relationship, and any other requested information for the new beneficiary you wish to designate.

07

Sign and date the form in the designated area. Ensure that your signature matches the one on file with the institution.

08

Submit the completed form as instructed. This may involve mailing it to the designated address or submitting it electronically through an online portal.

Who needs a Change of Beneficiary Form:

01

Individuals who have experienced a change in their personal circumstances such as a marriage, divorce, birth, or death may need to update their beneficiary designations. This ensures that their intended beneficiaries receive the assets or benefits as desired.

02

Those who wish to revoke or change the current beneficiary designation for any reason may require a change of beneficiary form.

03

It is advisable for individuals to review and update their beneficiary designations periodically, particularly when major life events occur. This helps to ensure that the intended beneficiaries are accurately reflected in their policies or accounts.

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What is change of beneficiary with?

Change of beneficiary form allows the policyholder to update the designated recipient of the benefits in case of their death.

Who is required to file change of beneficiary with?

The policyholder or the owner of the insurance policy is required to file a change of beneficiary form.

How to fill out change of beneficiary with?

The policyholder needs to provide the updated beneficiary's information, sign and date the form, and submit it to the insurance company.

What is the purpose of change of beneficiary with?

The purpose of change of beneficiary form is to ensure that the benefits go to the intended recipient in case of the policyholder's death.

What information must be reported on change of beneficiary with?

The form must include the full name, contact information, and relationship to the policyholder of the new beneficiary.

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