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BENEFICIARY CHANGE FORM Northward 877-940-8777 05/2016 Please Print or Type Step 1: NAME & ADDRESS IRA Owner Name Fund Number Account Number Phone Number Social ...

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How to fill out beneficiary change form northstar

How to fill out beneficiary change form northstar?

01

Obtain the form: The beneficiary change form for Northstar can usually be found on their website or requested from their customer service department. Make sure you have the most recent version of the form.

02

Provide personal information: Fill out your personal information accurately and completely. This may include your full name, address, date of birth, social security number, and contact information.

03

Identify the existing beneficiary: If there is currently a beneficiary listed on your account, provide their name and relationship to you.

04

Choose your new beneficiary: Indicate the name and relationship of the individual(s) you wish to designate as the new beneficiary(ies). Provide their contact information if required.

05

Specify the percentage allocation: If you are designating multiple beneficiaries, indicate the percentage of the account's funds you wish to allocate to each individual. Ensure that the total allocation adds up to 100%.

06

Review and sign the form: Carefully review all the information you have provided to ensure its accuracy. Once satisfied, sign and date the form in the designated areas.

07

Submit the form: Follow the instructions provided on the form to submit it to Northstar. This may involve mailing or faxing the form, or submitting it electronically through their online portal.

Who needs beneficiary change form northstar?

Anyone who has an existing account with Northstar and wants to update the beneficiary designation should use the beneficiary change form. This includes individuals who have experienced a change in personal circumstances such as marriage, divorce, the birth of a child, or the death of a previous beneficiary. It is important to keep beneficiary information up to date to ensure that the desired individual(s) receive the designated benefits in the event of your death.

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What is beneficiary change form northstar?

The beneficiary change form northstar is a form used to update the beneficiary information for a Northstar account.

Who is required to file beneficiary change form northstar?

Any account holder who wishes to update the beneficiary information on their Northstar account is required to file the beneficiary change form.

How to fill out beneficiary change form northstar?

To fill out the beneficiary change form northstar, the account holder must provide their personal information, the current beneficiary information, and the updated beneficiary information.

What is the purpose of beneficiary change form northstar?

The purpose of the beneficiary change form northstar is to ensure that the correct beneficiary information is on file for the Northstar account in case of any unforeseen circumstances.

What information must be reported on beneficiary change form northstar?

The beneficiary change form northstar must include the account holder's personal information, the current beneficiary information, and the updated beneficiary information.

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