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REQUEST FOR SERVICE Policy No. Insured Owner CHANGE OF BENEFICIARY: As policy owner I hereby revoke any previous beneficiary designation and election of settlement and now request that on the death
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How to fill out change of beneficiary
How to fill out change of beneficiary
01
Begin by obtaining the correct change of beneficiary form from the institution that manages your particular beneficiary account.
02
Fill out the form with accurate and up-to-date information. Provide the current beneficiary's name, address, social security number, and other necessary identification details.
03
Clearly specify the new beneficiary's full name, contact information, and their relationship to the account holder.
04
Review the form for any errors or omissions before submitting it. Ensure that all mandatory fields are properly completed.
05
If required, consult with a legal advisor or estate planner to ensure that the change of beneficiary aligns with your overall estate planning goals.
06
Sign and date the form in the designated areas, and include any additional documentation requested by the institution.
07
Submit the completed change of beneficiary form to the appropriate institution or party, following their specific submission instructions.
08
Keep a copy of the form and any supporting documents for your records. It's essential to maintain a record of this change for future reference.
Who needs change of beneficiary?
01
Anyone who has designated beneficiaries for their various accounts or policies may need to consider a change of beneficiary. This may include individuals with life insurance policies, retirement accounts (such as IRAs or 401(k)s), annuities, trusts, or other types of investment or savings accounts. Sometimes, life events like marriage, divorce, birth, or death may require the alteration of beneficiaries. It is advisable for individuals to regularly review and update their beneficiary designations to ensure they accurately reflect their wishes.
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