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The Company You Keep REQUEST FOR CHANGE FORM INSTRUCTIONS Type or print clearly in ink. Complete fully and return both copies of this form to the Plan Administrator for recording in accordance with

How to fill out change of beneficiary form

How to Fill Out Change of Beneficiary Form:

1. Begin by locating the change of beneficiary form. This form is usually provided by the financial institution or insurance company that holds your policy or account.
2. Carefully read the instructions provided with the form. The instructions will outline the specific requirements and procedures for completing the form accurately.
3. Fill in the personal information section of the form. This typically includes your full name, address, contact details, and policy or account number.
4. Identify the original beneficiary. Indicate the name and relevant details of the beneficiary that you wish to replace or update.
5. Clearly state the new beneficiary's information. Include their full name, relationship to you, date of birth, and any other required details.
6. Specify the percentage or share the new beneficiary will receive. If you have multiple beneficiaries, you may need to allocate the percentage or share of the proceeds each beneficiary will receive.
7. Review the form thoroughly to ensure all information is accurate and complete. Any errors or missing information could result in delays or complications in the future.
8. Sign and date the form. Some forms may require witnesses or a notary public to validate your signature. Check the instructions to see if any additional verification is necessary.
9. Submit the completed form to the appropriate institution or company. Follow the instructions provided to send the form via mail, email, or online submission.
10. Keep a copy of the completed form for your records. This will serve as proof of your request for changing the beneficiary.

Who Needs a Change of Beneficiary Form:

1. Individuals who have recently experienced a significant life event such as marriage, divorce, or the birth of a child may need to update their beneficiaries.
2. People who have opened new financial accounts or purchased new insurance policies and want to designate specific beneficiaries should complete a change of beneficiary form.
3. Those who wish to change their existing beneficiaries due to personal reasons, such as a shift in relationships or shifting their financial plans, should utilize a change of beneficiary form.
4. Estate planning and trust holders often need to update beneficiaries as their circumstances or intentions change over time.
5. Individuals who desire to ensure that their assets or benefits are passed on to their chosen beneficiaries should consider reviewing and updating their beneficiary designations regularly.

Remember, it is always important to consult with a legal or financial professional when making changes to beneficiary designations to ensure compliance with relevant laws and regulations.

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What is change of beneficiary form?

Change of beneficiary form is a document used to update the designated beneficiary of an account or policy.

Who is required to file change of beneficiary form?

The account or policy holder is required to file the change of beneficiary form.

How to fill out change of beneficiary form?

To fill out the change of beneficiary form, the account or policy holder must provide their personal information, the current beneficiary information, and the new beneficiary information.

What is the purpose of change of beneficiary form?

The purpose of the change of beneficiary form is to ensure that the designated beneficiary on file is up to date and accurate.

What information must be reported on change of beneficiary form?

The change of beneficiary form must include the account or policy holder's personal information, the current beneficiary's information, and the new beneficiary's information.