Get the free LEPP Change of Beneficiary - Diocese of Lexington

If you have had a change in beneficiary please complete and return this form to Chart, 8415 Allison Point Blvd, Suite 300, Indianapolis, IN 46250 DIOCESE OF COVINGTON/LEXINGTON LAY EMPLOYEES PENSION

How to fill out lepp change of beneficiary

Points on how to fill out lepp change of beneficiary:

1. Start by obtaining the necessary forms: To begin the process of changing the beneficiary on your Life Estate Planning Program (LEPP), you will need to obtain the specific forms required by your financial institution or insurance provider. Contact them directly or visit their website to find the appropriate forms.
2. Gather the required information: Before filling out the forms, make sure you have all the necessary information readily available. This typically includes the current beneficiary's name, address, contact details, as well as the new beneficiary's details. You may also need to provide supporting documentation, such as identification or proof of relationship.
3. Read the instructions carefully: Once you have the forms and necessary information, take the time to thoroughly read through the instructions provided. This will help ensure that you understand the process and any specific requirements or conditions that need to be met.
4. Fill out the forms accurately: Complete the forms accurately and legibly, using black or blue ink. Be sure to provide all the requested information, double-checking for any errors or missing details. It's essential to provide precise contact information for both you and the beneficiaries for any future communication.
5. Review and sign the forms: Before submitting the forms, carefully review them to ensure accuracy and completeness. Check for any missed items or inconsistencies. Once satisfied, sign and date the forms as required. If necessary, have witnesses or a notary public present during the signing process.
6. Submit the forms: The next step is to submit the completed forms according to the instructions provided by your financial institution or insurance provider. This may involve mailing the forms to a designated address, submitting them online through a secure portal, or visiting a local branch in person.
7. Follow up and confirmation: After submitting the forms, it is recommended to follow up with your financial institution or insurance provider to ensure they have received and processed your request. If possible, request confirmation of the beneficiary change for your records.

Who needs lepp change of beneficiary?

1. Individuals with life insurance policies: If you have a life insurance policy, you may need to fill out a LEPP Change of Beneficiary form. This allows you to specify who should receive the death benefit in the event of your passing.
2. Retirement account holders: If you have a retirement account, such as an IRA or 401(k), you may also need to complete a LEPP Change of Beneficiary form. This ensures that the funds from your account will go to the intended beneficiary after your death.
3. Trust grantors: The LEPP Change of Beneficiary form may be necessary for individuals who have set up a trust and wish to make changes to the designated beneficiaries. This helps ensure that the assets held in the trust are properly distributed according to your wishes.

Remember, the process of changing beneficiaries may vary depending on the financial institution or insurance provider involved. Always consult the specific instructions and guidelines provided by your provider to ensure a smooth and accurate completion of the LEPP Change of Beneficiary form.

For pdfFiller’s FAQs

What is lepp change of beneficiary?

LEPP change of beneficiary refers to the process of updating the designated recipient of benefits in a Legal Expense Protection Plan.

Who is required to file lepp change of beneficiary?

The policyholder or plan participant is typically required to file a LEPP change of beneficiary form.

How to fill out lepp change of beneficiary?

To fill out a LEPP change of beneficiary form, the policyholder must provide their personal information, the current beneficiary's details, and the new beneficiary's information.

What is the purpose of lepp change of beneficiary?

The purpose of a LEPP change of beneficiary is to ensure that the benefits of the plan are directed to the intended recipient.

What information must be reported on lepp change of beneficiary?

The information that must be reported on a LEPP change of beneficiary form includes the policyholder's name, address, contact information, the current beneficiary's details, and the new beneficiary's information.

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