Get the free Beneficiary Change Form - Chandler Advisors

The Ohio National Life Insurance Company Ohio National Life Assurance Corporation P.O. Box 237 Cincinnati, Ohio 452010237 Telephone: (800) 3666654 Reset fields Life Insurance Designation of Beneficiary

How to fill out beneficiary change form

How to fill out a beneficiary change form:

1. Obtain the beneficiary change form: Contact your insurance provider, retirement account administrator, or financial institution to request the necessary form. You may be able to access and download it from their website or request it via mail or email.
2. Fill in your personal information: Provide your full name, address, phone number, and any other required contact details. Make sure to double-check the accuracy of the information you provide.
3. Identify the account or policy: Indicate the specific account or policy for which you are making the beneficiary change. This could be a life insurance policy, retirement account, investment account, or any other type of financial asset.
4. Previous beneficiary information: If there were previously designated beneficiaries, provide their names and relationship to you. This is important for the purpose of updating the beneficiary designation properly.
5. Choose new beneficiaries: Specify the full names, addresses, and relationships of the individuals who will now be the new beneficiaries. Most forms will require you to indicate the percentage of the assets that each beneficiary will receive. Ensure you accurately allocate the percentages.
6. Provide supporting documents if necessary: Depending on the institution's guidelines, you may need to submit additional documents with the beneficiary change form. This could include a death certificate of a previous beneficiary, marriage certificate if updating a spouse as the beneficiary, or any other relevant documentation.
7. Signature and date: Sign and date the form at the designated area to confirm that the information you provided is accurate and that you authorize the beneficiary change. Review the form once more to ensure all sections have been completed before signing.

Who needs a beneficiary change form?

1. Life insurance policyholders: If you currently hold a life insurance policy and wish to change the beneficiaries who will receive the policy's proceeds upon your passing, you will need a beneficiary change form.
2. Retirement account holders: Individuals with retirement accounts, such as IRAs, 401(k)s, or pension plans, who want to update the designated beneficiaries for these accounts will require a beneficiary change form.
3. Investment account holders: Some investment accounts, such as brokerage or mutual fund accounts, allow you to designate beneficiaries to receive the assets upon your death. If you need to modify these beneficiaries, you will typically need to complete a beneficiary change form.
4. Other financial assets: Depending on the type of financial institution or asset you have, there may be additional scenarios where a beneficiary change form is needed. This could include annuities, trusts, or other similar financial instruments.

Remember to consult with your specific financial institution or insurance provider for accurate information and instructions on how to fill out and submit a beneficiary change form.

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What is beneficiary change form?

The beneficiary change form is a document used to update the beneficiary designation of a financial account or insurance policy.

Who is required to file beneficiary change form?

The account holder or policyholder is required to file the beneficiary change form.

How to fill out beneficiary change form?

To fill out the beneficiary change form, you need to provide your account or policy information, current beneficiary details, and the updated beneficiary information.

What is the purpose of beneficiary change form?

The purpose of the beneficiary change form is to ensure that your assets or benefits are transferred to the designated beneficiary in case of your death.

What information must be reported on beneficiary change form?

The beneficiary change form requires you to report your account or policy details, current beneficiary information, and updated beneficiary information.