Get the free Beneficiary Change Form - UTG

BENEFICIARY CHANGE FORM Universal Guaranty Life Insurance Company 5250 South 6th St., P.O. Box 5147, Springfield, IL 62705 Please make the following change(s) to Policy No: Name of Insured: Phone:

How to fill out beneficiary change form

How to fill out beneficiary change form?

1. Obtain the beneficiary change form from your insurance provider or employer. This form is typically available online or can be requested from the company's HR department or customer service.
2. Carefully read through the instructions and requirements mentioned on the form. Make sure you understand what information is needed and any specific guidelines to follow.
3. Fill in your personal details accurately, including your full name, address, contact information, and any other requested identifying information.
4. Clearly indicate the policy or account number for which you are making the beneficiary change. This ensures that the change is applied to the correct plan.
5. Follow the instructions to provide the details of the new beneficiary. Include their full name, relationship to you, contact information, and any other requested information.
6. If there are multiple beneficiaries, specify the percentage or share of the policy that each beneficiary should receive. Ensure that the total percentage adds up to 100% or the total share is accounted for correctly.
7. Review the completed form thoroughly to ensure all information is accurate and legible. Double-check spellings and data before submitting the form.
8. Date and sign the form. Some beneficiary change forms may require additional witness signatures or notarization, so make sure you comply with any additional requirements.
9. Keep a copy of the completed form for your records. Submit the original form to your insurance provider or employer through the instructed channels, such as mailing it, submitting it online, or delivering it in person.

Who needs beneficiary change form?

1. Individuals who want to update or make changes to the designated beneficiaries on their insurance policies, retirement plans, or similar accounts may need to complete a beneficiary change form.
2. It's particularly important to fill out a beneficiary change form following major life events such as marriage, divorce, birth or adoption of a child, or the passing of a beneficiary.
3. Some insurance policies or retirement plans may require beneficiaries to be named or updated periodically, so individuals should review their policies to determine if a beneficiary change form is necessary.
4. Employers may provide beneficiary change forms to their employees as part of their benefits package or as an option for individuals to update their beneficiaries.
5. Anyone who wants to ensure that their assets or benefits are distributed according to their wishes should consider filling out a beneficiary change form to update their beneficiaries.

For pdfFiller’s FAQs

What is beneficiary change form?

Beneficiary change form is a document that allows an individual to update the designated beneficiary for a specific account or policy.

Who is required to file beneficiary change form?

Any individual who wishes to change the beneficiary for a particular account or policy is required to file a beneficiary change form.

How to fill out beneficiary change form?

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

What is the purpose of beneficiary change form?

The purpose of a beneficiary change form is to ensure that the designated beneficiaries for accounts or policies are up-to-date and accurately reflect the individual's wishes.

What information must be reported on beneficiary change form?

The beneficiary change form must include the individual's name, account or policy details, the current beneficiary, and the new beneficiary.

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