Get the free Change of Beneficiary Form IRA and 403(b)(7) Custodial ... - PIMCO

Your Global Investment Authority PICO Funds Change of Beneficiary Form IRA and 403(b)(7) Custodial Account A AND C SHARE CLASSES Contact Information: Phone: 800.426.0107 Website: pimco.com/investments

How to fill out change of beneficiary form

How to fill out a change of beneficiary form:

1. Obtain the necessary form: Contact the institution or insurance company from whom you obtained the policy or account to request a change of beneficiary form. They may have specific forms for different types of policies or accounts, so make sure you are requesting the correct one.
2. Personal information: Fill out your personal information accurately and legibly. This includes your full name, address, contact information, and any other details required by the form.
3. Policy or account details: Provide the necessary information about the policy or account for which you are changing the beneficiary. This may include policy or account numbers, account types, and any other relevant details.
4. Current beneficiary information: In this section, provide the details of the current beneficiary or beneficiaries. Include their full names, contact information, and any other required information.
5. New beneficiary information: Specify the details of the new beneficiary or beneficiaries whom you wish to designate. Provide their full names, contact information, and any additional information requested.
6. Signature: Read the form carefully and ensure you understand all the terms and conditions. Sign the form at the designated space, indicating that you are authorizing the change of beneficiary.

Who needs a change of beneficiary form:

1. Policyholders: If you have a life insurance policy, retirement account (such as an IRA or 401(k)), or any other financial instrument that allows you to designate a beneficiary, you may need a change of beneficiary form. This form allows you to update or modify the beneficiary designation as per your wishes.
2. Individuals with changing circumstances: Many life events, such as marriage, divorce, the birth of a child, or the death of a beneficiary, warrant a change in beneficiary designations. If your circumstances have changed, it is recommended to review and update your beneficiary forms.
3. Estate planning purposes: Some individuals may need to update their beneficiary designations as part of their estate planning process. This could involve creating a trust, designating beneficiaries for a will, or making changes to existing estate plans.

In summary, anyone who has a policy or account with a designated beneficiary should consider completing a change of beneficiary form if there is a need to update or modify the beneficiary designation. It is important to ensure that your beneficiary designations accurately reflect your current wishes.

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What is change of beneficiary form?

A change of beneficiary form is a legal document that allows an individual to modify or update the designated beneficiary for a particular asset or insurance policy.

Who is required to file change of beneficiary form?

Any individual or policyholder who wishes to make changes to the designated beneficiary of an asset or insurance policy is required to file a change of beneficiary form.

How to fill out change of beneficiary form?

To fill out a change of beneficiary form, the individual or policyholder must provide their personal information, such as name, address, and contact details, as well as the details of the new beneficiary, including their name, relationship to the policyholder, and contact information.

What is the purpose of change of beneficiary form?

The purpose of a change of beneficiary form is to update the designated beneficiary for an asset or insurance policy in the event of a change in circumstances, such as the birth of a child, marriage, divorce, or the death of a previously designated beneficiary.

What information must be reported on change of beneficiary form?

The change of beneficiary form typically requires the reporting of personal information, such as the policyholder's name, contact details, and the name and contact information of the new beneficiary. Additionally, the policy or asset details, such as policy number or asset description, may also need to be provided.