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Change of Beneficiary / Assignment Form Instructions Dear Certificate Holder: You have downloaded one of the following Change of Beneficiary/Assignment forms, which is included in this document: Form

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How to fill out change of beneficiary assignment

01

Step 1: Obtain the change of beneficiary assignment form from your insurance provider.

02

Step 2: Read the instructions provided with the form carefully.

03

Step 3: Fill out your personal information, including your name, address, and policy number.

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Step 4: Identify the current beneficiary on your insurance policy and provide their complete information.

05

Step 5: Indicate the new beneficiary's full name, relationship to you, and their contact details.

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Step 6: Specify the percentage or amount of the policy proceeds that each beneficiary should receive.

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Step 7: Sign and date the change of beneficiary assignment form.

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Step 8: Keep a copy of the completed form for your records.

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Step 9: Submit the form to your insurance provider by mail, email, or through an online portal, as per their instructions.

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Step 10: Follow up with your insurance provider to confirm that the change of beneficiary assignment has been processed.

Who needs change of beneficiary assignment?

01

Anyone who has an insurance policy and wishes to change the beneficiary designation should consider filling out a change of beneficiary assignment.

02

Individuals who have experienced a major life event like a marriage, divorce, birth of a child, or the passing of a previous beneficiary may need to update their beneficiary information.

03

Policyholders who have named a minor as their beneficiary may choose to designate a guardian or trust to handle the proceeds on the minor's behalf.

04

Those who want to ensure that their insurance benefits go to the intended recipient(s) upon their death should also consider completing a change of beneficiary assignment.

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What is change of beneficiary assignment?

Change of beneficiary assignment is a legal document that allows the policyholder to designate a new beneficiary for their insurance policy.

Who is required to file change of beneficiary assignment?

The policyholder is required to file a change of beneficiary assignment if they want to update the beneficiary of their insurance policy.

How to fill out change of beneficiary assignment?

To fill out a change of beneficiary assignment, the policyholder needs to provide their personal information, the information of the current beneficiary, and the information of the new beneficiary.

What is the purpose of change of beneficiary assignment?

The purpose of change of beneficiary assignment is to ensure that the policyholder's insurance benefits are distributed according to their wishes.

What information must be reported on change of beneficiary assignment?

The change of beneficiary assignment must include the policyholder's name, policy number, old beneficiary's information, and new beneficiary's information.

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