Get the free Beneficiary Change Request for the Indexed

Beneficiary Change Request for the Indexed Survivorship Universal Life Supplemental Insured Rider www.athene.com Athene Annuity and Life Company Mail or fax completed form to: 7700 Mills Civic Parkway,

How to fill out beneficiary change request for

How to Fill Out Beneficiary Change Request For:

Gather the necessary information:

1. Start by identifying the specific beneficiary change request form that needs to be filled out. Each organization or institution may have their own specific form.
2. Make sure to have all the relevant information ready, such as the current beneficiary's name, contact information, and relationship to the account holder, as well as the new beneficiary's details.

Understand the process:

1. Familiarize yourself with the instructions provided on the beneficiary change request form. Read through any guidelines or explanations to ensure you understand the requirements and any supporting documents needed.
2. Note any deadlines or submission requirements, such as obtaining signatures or notarizing the form.

Begin filling out the form:

1. Start by entering the account holder's information, such as their name, account number, and contact details. This is crucial for identification purposes.
2. Clearly indicate the current beneficiary's information, including their name, relationship to the account holder, and any other relevant details requested on the form.

Provide details of the new beneficiary:

Fill in the new beneficiary's information accurately, including their full name, relationship to the account holder, and their contact details. Make sure to double-check the accuracy of this information.

Include additional documentation if required:

Some beneficiary change request forms may require supporting documents, such as a copy of the current beneficiary's identification or proof of the new beneficiary's relationship to the account holder. Ensure you attach any necessary documents and follow the instructions provided.

Review and double-check:

1. Before submitting the form, carefully review all the information you have entered to ensure accuracy and completeness.
2. Check for any errors, misspellings, or missing information that may cause delays or rejection of the request.

Who Needs a Beneficiary Change Request For:

1. Life Insurance Policies: Individuals who have a life insurance policy and wish to update the designated beneficiary will need to fill out a beneficiary change request form. This is important to ensure that the correct person receives the policy benefits in the event of the policyholder's death.
2. Retirement Accounts: Individuals with retirement accounts, such as 401(k), IRA, or pension plans, may need to submit a beneficiary change request form to update the designated beneficiary. This ensures that the desired person receives the funds after the account holder's passing.
3. Financial Accounts: Some financial institutions, such as banks or investment firms, require a beneficiary change request form to be filled out by account holders who wish to change the designated beneficiary on their accounts. This can include savings accounts, brokerage accounts, or certificates of deposit (CDs).

In summary, filling out a beneficiary change request form requires gathering the necessary information, understanding the process, accurately completing the form, providing any required supporting documentation, and reviewing all the details before submission. Such requests are needed for life insurance policies, retirement accounts, and various financial accounts.

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What is beneficiary change request for?

Beneficiary change request is for updating the designated recipient of benefits in a policy or account.

Who is required to file beneficiary change request for?

The policyholder or account holder is required to file the beneficiary change request.

How to fill out beneficiary change request for?

To fill out a beneficiary change request, the policyholder/account holder must provide their personal information, the current beneficiary information, and the updated beneficiary information.

What is the purpose of beneficiary change request for?

The purpose of beneficiary change request is to ensure that the benefits are distributed to the intended recipient in case of the policyholder/account holder's death.

What information must be reported on beneficiary change request for?

The beneficiary change request must include the policyholder/account holder's name, contact information, policy/account number, current beneficiary details, and updated beneficiary details.