Get the free Beneficiary Designation Request - Voya for Professionals

RESET FORM BENEFICIARY DESIGNATION REQUEST Register Life Insurance Company, Minneapolis, MN Register Life Insurance Company of New York, Woodbury, NY Members of the Goya family of companies (the Company)

How to fill out beneficiary designation request

How to fill out beneficiary designation request

1. Gather all necessary information about the beneficiary.
2. Obtain a beneficiary designation request form from your financial institution or insurance company.
3. Carefully read the instructions provided on the form.
4. Fill out your personal information as the policyholder or account holder.
5. Provide the full name, relationship, and contact details of the beneficiary.
6. Specify the percentage or amount you wish to designate to the beneficiary.
7. Ensure the form is signed and dated.
8. Submit the completed beneficiary designation request to the appropriate department or office.
9. Keep a copy of the request form for your records.

Who needs beneficiary designation request?

1. Individuals who have life insurance policies.
2. Individuals with retirement accounts, such as IRAs or 401(k)s.
3. People who have investment accounts, such as brokerage or mutual fund accounts.
4. Individuals who have pension plans or annuities.
5. Anyone who wants to ensure a specific person or organization receives their assets or benefits upon their death.

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What is beneficiary designation request?

Beneficiary designation request is a formal request made by an account holder to designate individuals or entities who will receive the proceeds or benefits of their account in the event of their death.

Who is required to file beneficiary designation request?

Any individual or entity who holds an account or policy that allows for beneficiary designation is required to file a beneficiary designation request.

How to fill out beneficiary designation request?

To fill out a beneficiary designation request, the account holder must provide the names, contact information, and relationship to the beneficiary, as well as specify the percentage or amount of the proceeds or benefits each beneficiary should receive.

What is the purpose of beneficiary designation request?

The purpose of beneficiary designation request 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 beneficiary designation request?

The beneficiary designation request must include the names, contact information, and relationship to the beneficiary, as well as specify the percentage or amount of the proceeds or benefits each beneficiary should receive.