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Change of Beneficiary Form Aviva Life and Annuity Company 800 / 8009882 P.O. Box 1555 Des Moines, IA 503061555 COMPLETE ALL SECTIONS (Please print or type all information except signatures. Please
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How to fill out beneficiary change bformsb
How to Fill Out Beneficiary Change Forms:
01
Obtain the beneficiary change form from the appropriate institution or organization. This could be a financial institution, insurance company, or other entity that manages beneficiary designations.
02
Carefully read the instructions provided with the form to ensure you understand the requirements and any supporting documentation that may be needed.
03
Begin by providing your personal information, including your full name, address, and contact details. Some forms may also require your social security number or account number.
04
Next, indicate the type of account or policy for which you are requesting a beneficiary change. This could be a retirement account, life insurance policy, or other similar financial product.
05
Clearly identify the current beneficiary or beneficiaries listed on the account or policy. Include their full names, addresses, and relationship to you. If there are multiple beneficiaries, specify the percentage or amount you would like each individual to receive.
06
Indicate the new beneficiary or beneficiaries you wish to designate. Provide their full names, addresses, and relationship to you. Again, if there are multiple beneficiaries, specify the percentage or amount you would like each individual to receive.
07
If required, provide any additional information or documentation that may be requested, such as supporting legal documents or proof of relationship for new beneficiaries.
08
Sign and date the form, ensuring that your signature is legible and matches the name provided. Some forms may require the signature of a witness or notary public.
09
Make copies of the completed form for your records, and submit the original to the appropriate institution or organization as instructed.
Who Needs Beneficiary Change Forms:
01
Individuals who have accounts or policies with designated beneficiaries need beneficiary change forms. This includes individuals with retirement accounts, life insurance policies, annuities, and similar financial products that allow for beneficiary designations.
02
Those who want to update or change the beneficiaries listed on their accounts or policies would need to fill out beneficiary change forms.
03
It is important for individuals who have experienced significant life events such as marriage, divorce, birth of a child, or death of a beneficiary to update their beneficiary designations by filling out these forms. This helps ensure that their assets are distributed according to their current wishes.
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What is beneficiary change bformsb?
Beneficiary change bformsb is a form used to update the beneficiary designation on a specific account or policy.
Who is required to file beneficiary change bformsb?
The account or policy holder is required to file beneficiary change bformsb.
How to fill out beneficiary change bformsb?
Beneficiary change bformsb can be filled out by providing the required information such as the name of the new beneficiary, their relationship to the account holder, and their contact information.
What is the purpose of beneficiary change bformsb?
The purpose of beneficiary change bformsb is to ensure that the designated beneficiary on the account or policy is up to date.
What information must be reported on beneficiary change bformsb?
The beneficiary change bformsb must include the name of the new beneficiary, their relationship to the account holder, and their contact information.
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