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BENEFICIARY CHANGE FORM. Highland/Repoint Capital Management. 08/ 2017. Specific details and guides for all FOR forms, and how to complete them, can ...

How to fill out beneficiary change form highlandnexpoint

How to fill out beneficiary change form highlandnexpoint

1. To fill out the beneficiary change form for Highland NexPoint, follow these steps:
2. Access the Highland NexPoint website or contact their customer service to obtain the beneficiary change form.
3. Review the instructions and requirements mentioned in the form before proceeding.
4. Provide your personal information such as your name, address, contact details, and account number.
5. Indicate the current beneficiary's details, including their name, relationship to you, and contact information.
6. Clearly state the reason for the beneficiary change and provide any additional information or documentation if required.
7. Carefully review the completed form to ensure all the provided information is accurate and legible.
8. Sign and date the beneficiary change form.
9. Submit the filled form through the designated channels specified by Highland NexPoint.
10. Keep a copy of the completed form for your records.
11. Note: It is advisable to consult with a financial advisor or Highland NexPoint representative if you have any questions or concerns during the process.

Who needs beneficiary change form highlandnexpoint?

1. Anyone who wishes to update or change the designated beneficiary for their Highland NexPoint account needs the beneficiary change form.
2. This form is necessary for individuals who want to ensure that their investments or assets within the Highland NexPoint account are passed on to a specific person or entity in the event of their demise.
3. It is important to regularly review and update beneficiary designations to align with personal circumstances, such as marriage, divorce, or the birth of children.
4. Therefore, individuals who hold an account with Highland NexPoint and want to modify their beneficiary information should utilize the beneficiary change form.

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What is beneficiary change form highlandnexpoint?

The beneficiary change form highlandnexpoint is a document used to update the designated beneficiary of an account with highlandnexpoint.

Who is required to file beneficiary change form highlandnexpoint?

Any account holder who wishes to change the designated beneficiary of their highlandnexpoint account is required to file the beneficiary change form.

How to fill out beneficiary change form highlandnexpoint?

The beneficiary change form should be filled out with the current account holder's information, the new beneficiary's information, and any necessary signatures. It is important to provide accurate and up-to-date information on the form.

What is the purpose of beneficiary change form highlandnexpoint?

The purpose of the beneficiary change form highlandnexpoint is to ensure that the desired beneficiary receives the assets in the account in the event of the account holder's passing.

What information must be reported on beneficiary change form highlandnexpoint?

The beneficiary change form requires information such as the account holder's name, account number, the new beneficiary's name, relationship to the account holder, and their contact information.