Get the free beneficiary designation or change form - Colorado National Bank
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Please send completed form to: BENEFICIARY DESIGNATION OR CHANGE FORM Colorado National Bank C/O Trust Division 700 17th Street, Suite 100 Denver, CO 80202 Phone: (888) 2651225 Please use this form
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What is beneficiary designation or change?
Beneficiary designation or change is the process of specifying who will receive the benefits of a policy, account, or asset upon the death of the owner.
Who is required to file beneficiary designation or change?
Anyone who owns a policy, account, or asset that allows for a beneficiary designation must file or update their beneficiary designation as necessary.
How to fill out beneficiary designation or change?
To fill out a beneficiary designation or change, the owner must provide the name, relationship, and contact information of the beneficiary, as well as specify the percentage or amount of the benefit each beneficiary will receive.
What is the purpose of beneficiary designation or change?
The purpose of beneficiary designation or change is to ensure that the intended beneficiaries receive the benefits of a policy, account, or asset upon the owner's death.
What information must be reported on beneficiary designation or change?
The beneficiary designation or change must include the name, relationship, and contact information of the beneficiary, as well as the percentage or amount of the benefit they will receive.
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