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Montana University System Basic and Supplemental Life Beneficiary Designation and Change Form Standard Insurance Company, National Accounts Instructions Please type or print clearly with a ball-point

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How to fill out change in beneficiary

How to fill out a change in beneficiary?

Gather necessary information:

Before starting the process of changing the beneficiary, you need to collect important details and documents related to the existing policy or account. This may include the policy number, account information, and the full names and contact information of both the current beneficiary and the new desired beneficiary.

Obtain the relevant forms:

Contact the insurance company, financial institution, or organization that manages the policy or account and request the appropriate forms for changing the beneficiary. These forms are often available online or can be obtained by calling the customer service department.

Read instructions carefully:

Once you have the necessary forms, carefully read all the instructions provided. Understanding the process and requirements beforehand will help ensure that you fill out the forms correctly and avoid any mistakes or delays.

Provide necessary details:

Fill out the forms accurately, providing all the required information. This typically includes the personal details of the policy/account holder, information about the existing beneficiary, and details about the new beneficiary, including their full name, relation to the policy/account holder, and contact information.

Confirm witness requirements:

Some forms may require witnesses to validate the change in beneficiary. Make sure you understand and fulfill the witness requirements as stated in the instructions. This may involve having witnesses sign the forms and provide their contact information.

Review and sign the forms:

Double-check the forms for any errors or missing information before signing them. Ensure that all the provided details are correct and consistent. Once reviewed, sign and date the forms as requested.

Submit the forms:

Submit the completed forms to the appropriate individual or department as instructed. This could involve mailing the forms, dropping them off in person, or submitting them electronically through an online portal. Be sure to keep copies of all documents for your records.

Who needs a change in beneficiary?

Life insurance policyholders:

Life insurance policyholders may need to change their beneficiaries due to various reasons, such as personal circumstances, changes in relationships, or the birth or adoption of a child. It is essential to keep the beneficiary designation up to date to ensure the intended individuals receive the policy proceeds upon the policyholder's death.

Retirement account holders:

Individuals with retirement accounts, such as 401(k)s or IRAs, may require a change in beneficiary to update who will receive the remaining funds in the account after their death. Life events, such as marriage, divorce, or the death of a beneficiary, often prompt the need for this change.

Trust or will creators:

Those who have established trusts or written wills may need to modify the beneficiaries listed within these legal documents. Changes in personal or family circumstances, such as the birth of a child, divorce, or the passing of a loved one, can necessitate updating beneficiary designations to align with new intentions or circumstances.

Remember, it is crucial to consult with professionals, such as attorneys or financial advisors, to ensure all legal requirements are met and the change in beneficiary is executed correctly according to your specific situation and local laws.

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