Get the free ORIGINAL CHANGE OF BENEFICIARY FORM IS REQUIRED*

ORIGINAL CHANGE OF BENEFICIARY FORM IS REQUIRED* CHANGE OF BENEFICIARY DESIGNATION Catalan 512 East Township Line Road 5 Valley Square, Suite 200 Blue Bell, PA 19422 215.283.2868 1. GENERAL INFORMATION

How to fill out original change of beneficiary

How to Fill Out an Original Change of Beneficiary Form:

1. Obtain the original change of beneficiary form: Contact your insurance company, pension plan administrator, or financial institution to request the appropriate form. They will provide you with the necessary paperwork to make changes to your beneficiary designation.
2. Read and understand the instructions: Carefully review the instructions provided with the form. It is essential to comprehend the requirements and guidelines to ensure accurate completion of the form.
3. Fill in your personal information: Start by providing your full name, address, contact information, and any additional required details about yourself as indicated on the form.
4. Enter the policy details: If applicable, include information regarding the specific policy, account, or plan that requires a change of beneficiary. This may involve policy numbers, account identifiers, or any other relevant identification information.
5. Specify the current beneficiaries: Indicate the names, relationships, and contact details of the existing beneficiaries who are currently designated to receive the benefits. Carefully enter this information accurately to avoid any errors.
6. State the new beneficiary details: Clearly identify the full name, relationship, and contact information of the intended new beneficiary or beneficiaries. Make sure to double-check the accuracy of this information to prevent any confusion in the future.
7. Indicate the percentage or share: If the benefits are to be divided among multiple beneficiaries, specify the percentage, amount, or share that each individual should receive. Ensure that the allocated percentages add up to 100%.
8. Date and sign the form: Provide the date of completion and your signature, indicating that the information provided is true and accurate to the best of your knowledge.
9. Submit the form: Follow the instructions on the form to determine the appropriate method for submission. This may involve mailing the form, submitting it through an online portal, or visiting a local branch or office of the institution.

Who Needs an Original Change of Beneficiary:

1. Policyholders or account holders with life insurance policies, retirement plans, or any other financial products that allow for the designation of beneficiaries may need an original change of beneficiary.
2. Individuals who wish to update their existing beneficiary designation due to a change in circumstances, such as the birth of a child, a divorce, marriage, or the death of a beneficiary, may require an original change of beneficiary.
3. People who want to ensure their benefits are distributed according to their current wishes, rather than relying on outdated beneficiary information, may choose to complete an original change of beneficiary form.

Remember, it is crucial to consult with a legal or financial professional to fully understand the implications and potential tax consequences of changing your beneficiary designation.

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What is original change of beneficiary?

Original change of beneficiary refers to the act of updating the designated recipient of assets in a financial or legal document.

Who is required to file original change of beneficiary?

The policyholder or account holder is typically required to file an original change of beneficiary.

How to fill out original change of beneficiary?

To fill out an original change of beneficiary, the policyholder or account holder must provide the updated beneficiary's full name, date of birth, relationship to the policyholder, and contact information.

What is the purpose of original change of beneficiary?

The purpose of an original change of beneficiary is to ensure that the designated recipient of assets is up to date and reflects the policyholder's current wishes.

What information must be reported on original change of beneficiary?

The updated beneficiary's full name, date of birth, relationship to the policyholder, and contact information must be reported on the original change of beneficiary form.