Get the free Change of Beneficiary Form - University of North Carolina

Metropolitan Life Insurance Company BENEFICIARY DESIGNATION Please read Instructions on next page before completing this form. Do not erase or attempt to make corrections; use a new form. Name of

How to fill out change of beneficiary form

How to fill out a change of beneficiary form:

1. Start by obtaining the change of beneficiary form from your insurance company or retirement account provider. This form may also be available online on their website.
2. Fill in your personal information on the top of the form, including your name, address, and contact details. Ensure that all the information provided is accurate and up to date.
3. Identify the policy or account for which you are requesting a change of beneficiary. This may include providing the policy or account number, as well as any additional details required by the form.
4. Determine and clearly specify the beneficiaries you wish to add or remove. Be sure to include their full names, addresses, relationship to you, and the percentage or share of the benefits they will receive. If you want to designate multiple beneficiaries, indicate the percentage each beneficiary should receive.
5. Review the form thoroughly to check for any errors or omissions. It is essential to ensure that all the information provided is correct and complete before submitting the form.
6. Sign and date the form in the designated areas. If there are any additional witnesses required, make sure they also sign and provide their contact information.
7. Make copies of the completed form for your records. It is always a good practice to keep a copy of the form and any relevant supporting documents for future reference.
8. Finally, submit the change of beneficiary form to your insurance company or retirement account provider according to their specific procedures. This may include mailing the form or delivering it in person to the appropriate department.

Who needs a change of beneficiary form:

1. Individuals who have acquired a new insurance policy and want to designate beneficiaries different from those previously named.
2. Individuals who have experienced a significant life event, such as marriage, divorce, or the birth of a child, and wish to update their beneficiary designations accordingly.
3. Existing policyholders or account holders who want to remove or add beneficiaries due to changes in personal circumstances or preferences.
4. People who have multiple insurance policies or retirement accounts and wish to ensure that their intended beneficiaries are accurately designated for each policy or account.
5. Anyone who has a change in relationship with current beneficiaries and wants to modify their designations accordingly, such as moving from a sibling to a spouse or from a friend to a child.

Remember, it is crucial to consult with an insurance professional, attorney, or financial advisor to ensure that your change of beneficiary form meets all legal requirements and aligns with your specific needs and objectives.

For pdfFiller’s FAQs

What is change of beneficiary form?

A change of beneficiary form is a legal document that allows an insurance policyholder or account holder to designate a new beneficiary.

Who is required to file change of beneficiary form?

The policyholder or account holder 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, you need to provide your personal information, details of the existing beneficiary, and the information of the new beneficiary.

What is the purpose of change of beneficiary form?

The purpose of a change of beneficiary form is to update the designated recipient of insurance proceeds or account assets.

What information must be reported on change of beneficiary form?

The change of beneficiary form must include the policyholder's name, policy number, details of the current beneficiary, and information of the new beneficiary.

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