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Clear Form Toll Free: 1-800-831-8675 www.LincolnTrustCo.com For express deliveries: Lincoln Trust Company 717 17th Street Suite 2200 Denver, ?CO 80202-3308 Send mail to: Lincoln Trust Company P.O.

How to fill out beneficiary designation - glbrinet

How to fill out beneficiary designation - glbrinet:

1. Begin by obtaining the beneficiary designation form from glbrinet. Typically, this form can be found on their website or by contacting their customer service department.
2. Fill out the form accurately and completely. Provide your personal information such as full name, address, and contact details.
3. Indicate the type of account or policy for which you are designating a beneficiary. This could be a life insurance policy, retirement account, or any other financial instrument offered by glbrinet.
4. Specify the percentage or amount of the assets you want to allocate to each beneficiary. It's essential to be clear and precise in this section to avoid any confusion or disputes in the future.
5. Provide the beneficiary's full name, contact information, and their relationship to you. This information is crucial to ensure that the correct individual or entity receives the designated assets.
6. If you want to designate contingent beneficiaries, include their details as well. Contingent beneficiaries would receive the assets if the primary beneficiary passes away before you do.
7. Review the form carefully to ensure all information is accurate and complete. Make any necessary corrections before submitting it.
8. Sign and date the beneficiary designation form. Some forms may require witnesses or a notary public's signature for validation purposes. Follow the instructions provided by glbrinet.
9. Keep a copy of the filled-out form for your records. It's also a good idea to inform the designated beneficiaries about their designation and provide them with a copy of the form.

Who needs beneficiary designation - glbrinet?

1. Individuals who have financial accounts or policies with glbrinet should consider filling out a beneficiary designation. This includes life insurance policies, retirement accounts, investment accounts, and other assets held by glbrinet.
2. Anyone who wishes to control the distribution of their assets after their passing should have a beneficiary designation. By specifying beneficiaries, you ensure that your assets go to the intended individuals or organizations.
3. Having a beneficiary designation is particularly essential for those who have dependents or loved ones who rely on their financial support. This designation ensures that your loved ones receive the financial benefits you intended for them.
4. Even if you don't have dependents, a beneficiary designation allows you to allocate your assets according to your wishes and ensure they are used for a specific purpose, such as charitable donations or educational funds.
5. It is also advisable for individuals who have experienced significant life changes, such as getting married, having children, or going through a divorce, to review and update their beneficiary designations to reflect their current circumstances.

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