Get the free BChangeb of bBeneficiary Requestb - NGL

Change of Beneficiary Request *REQUIRED INFORMATION National Guardian Life Insurance Company Settlers Life Insurance Company PO Box 1191 Madison WI 537011191 Phone 800.548.2962 Fax 608.257.3940 www.nglic.com

How to fill out bchangeb of bbeneficiary requestb

How to fill out a change of beneficiary request:

1. Obtain the necessary form: Contact your insurance provider, pension plan administrator, or financial institution to request the specific form for changing beneficiaries. They may provide it in paper or digital format.
2. Identify the policy or account: Fill in the requested information such as policy or account number, your name, and any other required personal information to ensure accuracy and proper identification.
3. Specify the current beneficiary: Clearly state the name of the current beneficiary and provide any additional details like their relationship to you or their contact information. This is necessary for the institution to verify the existing beneficiary.
4. Indicate the new beneficiary: Provide the full name and relevant details of the individual or organization you wish to be the new beneficiary. Include their relationship to you if applicable and their contact information.
5. Specify the share or percentage: If you want to divide the benefits among multiple beneficiaries, clearly indicate the percentage or share each should receive. Ensure the total distribution adds up to 100%.
6. Date and sign the request: Add the date of submission and your signature as proof of authorization.

Who needs a change of beneficiary request:

1. Life insurance policyholders: Individuals who have a life insurance policy and wish to revise the designated beneficiary should complete this form.
2. Retirement plan participants: Individuals who have a pension plan or retirement account, such as a 401(k) or IRA, may need to submit a change of beneficiary request if they want to update the beneficiary designation.
3. Trust or will beneficiaries: In cases where a trust or will designates a specific beneficiary, they may need to request a change of beneficiary form to update the beneficiary information.

Remember, it's important to review and update beneficiary designations periodically to ensure your assets are distributed according to your wishes and any changes in your personal circumstances.

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What is bchangeb of bbeneficiary requestb?

The change of beneficiary request allows the policyholder to designate a new beneficiary for the policy.

Who is required to file bchangeb of bbeneficiary requestb?

The policyholder or the assigned legal representative is required to file a change of beneficiary request.

How to fill out bchangeb of bbeneficiary requestb?

To fill out a change of beneficiary request, the policyholder needs to provide their personal information, policy details, and the information of the new beneficiary.

What is the purpose of bchangeb of bbeneficiary requestb?

The purpose of a change of beneficiary request is to update the designated recipient of the policy benefits in case of the policyholder's death.

What information must be reported on bchangeb of bbeneficiary requestb?

The change of beneficiary request must include the policyholder's name, policy number, the name and information of the new beneficiary, and the effective date of the change.