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CHANGE OF BENEFICIARY FORM (Please print) PLAN NAME: PARTICIPANT INFORMATION Name: First Middle Last Home Address: City: State: Zip: SS# — Telephone: () — BENEFICIARY DESIGNATION Primary Beneficiary:

How to fill out change of beneficiary form

How to fill out a change of beneficiary form:

1. Gather necessary information: Before starting to fill out the form, make sure you have all the required information on hand. This may include the current beneficiary's name, address, and contact details, as well as the new beneficiary's information. Additionally, be prepared to provide your own personal details as the policyholder or account holder.
2. Understand the form: Take some time to read through the form and familiarize yourself with its sections and instructions. Different forms may vary slightly, so it's important to understand the specific requirements and any additional documentation needed.
3. Fill in your personal details: Begin by providing your own personal details, such as your name, address, and contact information. This section typically appears at the beginning of the form.
4. Provide current beneficiary details: Next, fill in the details of the current beneficiary. This includes their full name, address, date of birth, and any other requested information. Double-check for accuracy to avoid any potential complications.
5. Specify the new beneficiary: In the appropriate section of the form, clearly state the full name, address, and other requested information of the new beneficiary. Ensure that you accurately identify their relationship to you, such as spouse, child, or friend.
6. Signature and date: At the end of the form, there is usually a section where you need to sign and date the document. This confirms that the information provided is accurate and that you understand the implications of the change of beneficiary.
7. Submitting the form: Once the form is completed, review it thoroughly to avoid any errors. Consider making a copy for your records before submitting the original to the designated entity. Depending on the situation, this may involve sending the form to an insurance company, financial institution, or relevant organization.

Who needs a change of beneficiary form?

1. Individuals with life insurance policies: Life insurance policyholders may need to update their beneficiary designation for various reasons such as marriage, divorce, the birth of a child, or the passing of the current beneficiary.
2. Retirement account holders: Those with retirement accounts like 401(k)s or IRAs may require a change of beneficiary form to update who will inherit the funds in the event of their death.
3. Trusts and estates: If you have established a trust or an estate plan, you may need to update beneficiary information to ensure it aligns with your wishes and any changes in personal circumstances.
4. Owners of investment accounts: Individuals who have investment accounts, such as brokerage or mutual fund accounts, may need to change the beneficiary designation for those assets.
5. Individuals going through major life changes: Anyone experiencing significant life events like marriage, divorce, the birth of a child, or the death of a loved one should consider reviewing and updating their beneficiary designations.

It's important to consult with a financial advisor or an attorney to understand the specific requirements and implications of changing beneficiaries for different types of accounts or policies.

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What is change of beneficiary form?

The change of beneficiary form is a document that allows an account holder to update or designate a new beneficiary for their account.

Who is required to file change of beneficiary form?

Any account holder who wishes to change the beneficiary of their account 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 account 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 the change of beneficiary form is to ensure that the account 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 must include the account holder's personal information, the current beneficiary's information, and the new beneficiary's information.