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8. The XXXXXXXXXXXX Trust Company trustee under written trust agreement date XX/XX/XXXX or its successor or successors in trust and payment of the proceeds of this policy to said Trustee or successor or successors shall fully and finally discharge the Company from all liability. This designation is revocable as to each beneficiary except when otherwise stated and beneficiaries of like class shall share equally with right of survivorship. Any designation of an individual shall mean an...

How to fill out beneficiary designation request

How to fill out beneficiary designation request

1. Start by obtaining a beneficiary designation form from your financial institution or insurance company.
2. Fill out your personal information accurately, including your name, date of birth, and contact details.
3. Specify the policy or account to which the beneficiary designation applies.
4. Provide the beneficiary's full name, relationship to you, and their contact information.
5. Clearly indicate the percentage or portion of the policy/account that should be allocated to each beneficiary.
6. Review the completed form for any errors or missing information.
7. Sign and date the form, and consider having it witnessed or notarized for added validity.
8. Submit the beneficiary designation request form to your financial institution or insurance company through their preferred method, such as in-person, mail, or online.
9. Keep a copy of the completed form for your own records.
10. If any changes occur to your beneficiaries, make sure to update the form accordingly to ensure your wishes are up to date.

Who needs beneficiary designation request?

1. Anyone who has a life insurance policy, retirement account, pension plan, or any other financial account that permits naming beneficiaries may need a beneficiary designation request.
2. Individuals who want to designate specific individuals or organizations to receive the benefits of their policy or account in the event of their death should use a beneficiary designation request.
3. It is especially important for individuals who have dependents or want to ensure a smooth transfer of assets after their passing to fill out a beneficiary designation request.

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What is beneficiary designation request?

Beneficiary designation request is a form that allows an account holder to name individuals or entities who will receive assets from the account upon the account holder's death.

Who is required to file beneficiary designation request?

Any account holder who wants to designate beneficiaries for their account must file a beneficiary designation request.

How to fill out beneficiary designation request?

To fill out a beneficiary designation request, the account holder needs to provide their personal information, the beneficiary's information, and the percentage of assets each beneficiary will 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 upon their death.

What information must be reported on beneficiary designation request?

The beneficiary designation request must include the account holder's name, account number, beneficiary's name, relationship to the account holder, and the percentage of assets each beneficiary will receive.