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CHANGE OF BENEFICIARY The change of beneficiary is for: for PBC office use only Mailing Address: PO Box 7000, Vancouver, BC V6B 4E1 Street Address: 4250 Canada Way, Burnaby, BC Fax: 604 4192990 !
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How to fill out change of beneficiary
How to fill out change of beneficiary:
01
Obtain the necessary forms from your insurance, retirement plan, or financial institution. These forms might be available online or can be requested from the company directly.
02
Carefully read through the instructions provided with the form. Familiarize yourself with the required information and any specific rules or restrictions related to changing beneficiaries.
03
Fill in your personal information accurately, including your full name, address, and contact details.
04
Clearly identify the policy, account, or plan for which you are requesting a change in beneficiary. Include the relevant account numbers or policy identifiers, if applicable.
05
Specify the current beneficiary you wish to remove, providing their full name and identifying details.
06
Clearly state the new beneficiary's full name, relationship to you, and any additional required information, such as their date of birth or Social Security number.
07
Sign and date the form where indicated. Some forms might require witnesses or notarization, so ensure that all necessary signatures are provided.
08
Make copies of the completed form for your records before submitting it.
09
Submit the completed form to the appropriate party or organization. Follow any specified submission methods, such as mailing, faxing, or submitting electronically.
10
Keep a record of the date and method of submission.
Who needs change of beneficiary?
01
Individuals who have recently experienced significant life events. Examples include marriage, divorce, birth or adoption of a child, or the death of a beneficiary.
02
Individuals who wish to update their designated beneficiaries to align with their current wishes or changed circumstances.
03
Those who want to ensure that their assets are distributed according to their wishes after their passing.
04
People who have acquired new assets, such as insurance policies or retirement accounts, and want to designate beneficiaries for these assets.
05
Those who want to remove or replace a previously designated beneficiary due to changed relationships or circumstances.
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What is change of beneficiary?
Change of beneficiary is when the policyholder updates or modifies the designated recipient of insurance benefits.
Who is required to file change of beneficiary?
The policyholder is required to file a change of beneficiary.
How to fill out change of beneficiary?
To fill out a change of beneficiary, the policyholder must complete a form provided by the insurance company, specifying the new recipient of benefits.
What is the purpose of change of beneficiary?
The purpose of change of beneficiary is to ensure that insurance benefits are directed to the intended recipient.
What information must be reported on change of beneficiary?
The change of beneficiary form must include the name and contact information of the new beneficiary.
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