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Reset FormRetirement Accounts CHANGE OF BENEFICIARIEST1 Account Registration About the Account Owner FOR ASSISTANCE with this form, call Shareholder Services at (800) 6620201, or the Timothy Plan

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How to fill out change of beneficiaries

01

Gather all relevant documents, such as the change of beneficiaries form and any supporting documentation.

02

Fill out the change of beneficiaries form accurately and completely, providing all necessary information.

03

Include the names, addresses, and any other required details of the new beneficiaries.

04

Review the form to ensure it is accurate and error-free.

05

Sign and date the form as required.

06

Submit the completed form and any supporting documents to the appropriate entity, such as the insurance company or financial institution.

07

Keep a copy of the submitted form and any supporting documentation for your records.

Who needs change of beneficiaries?

01

Anyone who wishes to update the beneficiaries of their insurance policies, retirement accounts, or other relevant financial assets.

02

Individuals who have experienced changes in personal circumstances, such as marriage, divorce, the birth of a child, or the death of a beneficiary.

03

People who want to ensure that their assets are distributed according to their current wishes.

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What is change of beneficiaries?

Change of beneficiaries refers to the process of updating the individuals or entities who will receive the benefits of a policy or asset in case of the owner's death.

Who is required to file change of beneficiaries?

The policy or asset owner is required to file a change of beneficiaries if they wish to update the designated recipients of the benefits.

How to fill out change of beneficiaries?

To fill out a change of beneficiaries, one typically needs to obtain a form from the respective financial institution or insurance company, provide updated information about the new beneficiaries, and submit the form according to the instructions provided.

What is the purpose of change of beneficiaries?

The purpose of change of beneficiaries is to ensure that the benefits from a policy or asset are directed to the desired individuals or entities in the event of the owner's death.

What information must be reported on change of beneficiaries?

The information typically required on a change of beneficiaries form includes the full names, addresses, dates of birth, and relationship to the owner of the new beneficiaries.

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