Get the free Beneficiary Change Request - Chippewa Valley Schools

EMPLOYEE BENEFICIARY DESIGNATION FORM Return to: National Insurance Services 250 S. Executive Drive, Suite 300 Brookfield, WI 53005-4273 Attn: Billing Department 1-800-627-3660 EMPLOYEE INFORMATION

How to fill out beneficiary change request

How to fill out a beneficiary change request:

1. Start by obtaining the necessary forms or documents for a beneficiary change request. These can typically be found on the website or provided by the relevant institution or organization.
2. Carefully read and understand the instructions provided with the forms or documents. This will help ensure that you provide accurate and complete information.
3. Begin by filling out your personal information, including your name, contact details, and any identification numbers required.
4. Identify the existing beneficiary or beneficiaries and provide their name(s), relationship to you, and any relevant contact information.
5. Indicate the desired changes to the beneficiary designation. Typically, this involves providing the name(s), relationship(s), and contact information of the new beneficiary or beneficiaries.
6. Double-check all the information you have entered to ensure it is correct and accurate. Mistakes or inaccuracies could potentially cause delays or complications in processing the beneficiary change request.
7. Sign and date the form or document as required. Some institutions may also require the presence of witnesses or a notary public during the signing process, so be sure to comply with any additional instructions provided.
8. Submit the completed beneficiary change request form or document to the designated recipient. This may involve mailing the form, dropping it off in person, or submitting it electronically through the institution's online portal.
9. Keep a copy of the completed beneficiary change request form or document for your records. This will serve as proof of your request and can be referred to if any issues or questions arise in the future.

Who needs a beneficiary change request:

1. Individuals who have existing accounts, policies, or investments with designated beneficiaries may need a beneficiary change request.
2. Those who wish to change their previously designated beneficiary to a different individual or individuals will need to submit a beneficiary change request.
3. People who have experienced a significant life event, such as marriage, divorce, birth, adoption, or death, may need to update their beneficiary designations and, therefore, require a beneficiary change request.

For pdfFiller’s FAQs

What is beneficiary change request?

A beneficiary change request is a formal request to update or modify the designated recipient of certain benefits or assets.

Who is required to file beneficiary change request?

The policyholder or account owner is typically required to file a beneficiary change request.

How to fill out beneficiary change request?

Beneficiary change requests can usually be filled out online, through a paper form provided by the financial institution, or by contacting customer service.

What is the purpose of beneficiary change request?

The purpose of a beneficiary change request is to ensure that the intended recipient of benefits or assets is up to date and accurately reflected in the records.

What information must be reported on beneficiary change request?

Typically, beneficiary change requests require information such as the full name, date of birth, relationship to the policyholder or account owner, and contact information of the new beneficiary.

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