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Click here to clear page Symmetry Life Insurance Company BENEFICIARY CHANGE Mailing Address: PO Box 7902, London, KY 40742-7902 777 108th Avenue NE, Suite 1200 Bellevue, WA 98004-5135 Telephone 1-800-796-3872
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How to fill out change of beneficiary form
How to fill out change of beneficiary form:
01
Start by obtaining the necessary form: Contact your insurance company, retirement plan administrator, or financial institution to request a change of beneficiary form. They will typically provide you with the updated form or direct you to where you can find it on their website.
02
Provide personal information: Begin by filling in your personal details, including your full name, address, social security number, and contact information. Make sure to double-check the accuracy of the information provided.
03
Indicate the policy or account details: Specify the policy number or account name for which you are making the beneficiary change. This ensures that the change is applied to the correct account or policy.
04
Identify the current beneficiaries: List the names and relationship of the current beneficiaries who are currently designated to receive the benefits in case of your death. Include their full names, addresses, and contact information.
05
Select the new beneficiaries: Indicate the full names, addresses, and contact information of the new beneficiaries who will replace the current ones. It's important to provide accurate details to ensure proper administration of the benefits.
06
Allocate the benefits: Specify the percentage or portion of the benefits each new beneficiary will receive. This allows you to distribute the benefits as per your wishes. Ensure that the total allocation adds up to 100% to avoid any ambiguity.
07
Include contingent beneficiaries (optional): If desired, you can also designate contingent beneficiaries who will receive the benefits if the primary beneficiaries are unable to inherit them. Provide their full names, addresses, and contact information.
08
Review and sign the form: Carefully read through the form to ensure all the information provided is accurate and complete. If you have any doubts or questions, consult with a legal professional. Once satisfied, sign and date the form in the designated areas.
Who needs change of beneficiary form:
01
Policyholders: Individuals who have an insurance policy, such as life insurance, may need to fill out a change of beneficiary form to update their designated beneficiaries.
02
Retirement plan participants: Individuals with retirement accounts, such as 401(k)s or IRAs, may need to complete a change of beneficiary form to modify who will receive the remaining funds in their account upon their death.
03
Account holders: People with various financial accounts, such as investment accounts or bank accounts, may require a change of beneficiary form to specify who will inherit the assets held within those accounts.
Remember, it is important to periodically review your beneficiary designations and update them as necessary to align with your current wishes and circumstances.
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What is change of beneficiary form?
A change of beneficiary form is a document used to update the designated recipient of benefits in a financial or insurance policy.
Who is required to file change of beneficiary form?
The policyholder or account holder is typically 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 policyholder must provide their personal information, the current beneficiary's information, and the updated beneficiary's information.
What is the purpose of change of beneficiary form?
The purpose of a change of beneficiary form is to ensure that the benefits from a policy or account are distributed according to the policyholder's current wishes.
What information must be reported on change of beneficiary form?
The change of beneficiary form typically requires the policyholder to report their name, address, policy/account number, current beneficiary's information, and updated beneficiary's information.
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