Get the free Change of Beneficiary Form - Tributary Funds

TRIBUTARY FUNDS CHANGE OF BENEFICIARY MAIL TO: Tributary Funds P. O. Box 219022 Kansas City, MO 64121-9022 1-800-662-4203 Please Print Clearly 1 Current Account Registration THIS MUST BE EXACTLY THE

How to fill out change of beneficiary form

How to fill out a change of beneficiary form:

1. Begin by obtaining the change of beneficiary form from the relevant institution or insurance company. This form is typically available online or can be requested directly from the organization.
2. Carefully read through the form to familiarize yourself with the required information. It is important to understand the purpose of the form and what changes you are seeking to make to the beneficiary designation.
3. Fill in your personal information accurately and clearly. This may include your name, contact details, and any identification numbers or account information relevant to the policy or plan.
4. Identify the existing beneficiary and indicate the changes you wish to make. This could involve completely replacing the current beneficiary or adding additional beneficiaries.
5. Provide the full name, address, and contact information of the new beneficiary or beneficiaries. It is crucial to ensure their information is accurate to prevent any complications in the future.
6. If required, specify the percentage or share of the policy or account that each beneficiary should receive. This step may not be applicable if you are designating a single beneficiary or if the policy has specific rules regarding distribution.
7. Carefully review the completed form to ensure all information is accurate and that there are no mistakes or omissions. Double-check the spelling of names and confirm that all necessary sections have been filled out.
8. Sign and date the form in the appropriate sections. Some forms may require the signature of witnesses or a notary public, depending on the regulations of the jurisdiction and the requirements of the institution or company.
9. Submit the completed form as instructed. This may involve mailing it to the specified address, faxing it, or submitting it online through the organization's website or secure portal.

Who needs a change of beneficiary form:

1. Individuals who have a life insurance policy may need to fill out a change of beneficiary form if they wish to modify the beneficiary designation. This could be due to a change in personal circumstances, such as marriage, divorce, birth of a child, or the passing of the current beneficiary.
2. Retirement account holders, such as those with 401(k) or IRA plans, may also require a change of beneficiary form to update or change the recipient of the account upon their passing. Similar to life insurance policies, changes in personal relationships or family circumstances may trigger the need for modification.
3. Trusts or estate plans may have designated beneficiaries, and if changes are necessary, a change of beneficiary form would be required to make the necessary revisions.
4. It is essential to consult with the specific institution or insurance company to understand their policies regarding beneficiary designations and any additional requirements they may have.

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What is change of beneficiary form?

A change of beneficiary form is a document used to update or modify the designated beneficiary for a particular account or insurance policy.

Who is required to file change of beneficiary form?

The account or policy holder is typically required to file a change of beneficiary form to update beneficiary information.

How to fill out change of beneficiary form?

To fill out a change of beneficiary form, the account or policy holder must provide their personal information, the current beneficiary's information, and the new 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 account or policy holder's assets are distributed according to their wishes in the event of their death.

What information must be reported on change of beneficiary form?

The change of beneficiary form typically requires the account or policy holder to report their name, address, account or policy details, current beneficiary's information, and new beneficiary's information.