Get the free CHANGE BENEFICIARY REQUEST FORM - BIS

JEFFERSON NATIONAL LIFE INSURANCE COMPANY P.O. Box 36840, Louisville, KY 40233 Fax: 1-866-667-0563 ? CHANGE BENEFICIARY REQUEST FORM CONTRACT # OWNER SSN# — or EIN — ADDRESS E-MAIL DAYTIME PHONE

How to fill out change beneficiary request form

How to Fill Out a Change Beneficiary Request Form:

1. Obtain the form: Start by obtaining the change beneficiary request form from the relevant institution or organization. This form may be available online or can be requested from the institution directly.
2. Read the instructions: Before filling out the form, carefully read the instructions provided. These instructions will outline the necessary steps and information required to complete the form accurately.
3. Provide personal information: Begin by providing your personal information, such as your full name, contact details, and any identification numbers required by the institution.
4. Identify the existing beneficiary: Indicate the name and relevant details of the current beneficiary you wish to change on the form. This may include their full name, relationship to you, and any other requested information.
5. Choose the new beneficiary: Specify the details of the new beneficiary you would like to designate. Provide their full name, relationship to you, and any other requested information.
6. Explain reasons for change: Some forms may request a brief explanation for changing the beneficiary. It is important to clearly state your reasons for making the change if required.
7. Sign and date the form: Confirm your consent and understanding by signing and dating the form. Ensure that you follow any additional instructions provided for signature placement.
8. Submit the form: Once you have completed the form, check if there are any additional documents or requirements that need to be attached. Make copies of the form and any supporting documents for your records. Finally, submit the form to the appropriate institution through the designated method, such as mailing it or dropping it off in person.

Who Needs a Change Beneficiary Request Form?

1. Individuals with life insurance policies: If you have a life insurance policy, you may need to fill out a change beneficiary request form to update or revise the designated beneficiary.
2. Retirement plan participants: Those who have retirement plans, such as 401(k)s or IRAs, may also need to complete a change beneficiary request form to modify the beneficiary listed on their account.
3. Trust or estate administrators: Individuals responsible for managing trusts or estates may require a change beneficiary request form to adjust the distribution of assets to beneficiaries.
4. Investment account holders: If you have investment accounts, such as mutual funds or brokerage accounts, you might need to use a change beneficiary request form to update the beneficiary designation.

It is important to note that the specific situations and requirements for a change beneficiary request form may vary depending on the institution and the type of account or policy. Therefore, it is always recommended to consult the relevant institution or seek professional advice to ensure that you are following the appropriate procedures.

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What is change beneficiary request form?

The change beneficiary request form is a document used to update the designated beneficiary of a financial account, insurance policy, or retirement plan.

Who is required to file change beneficiary request form?

Any account holder or policyholder wishing to change the beneficiary designation is required to file the change beneficiary request form.

How to fill out change beneficiary request form?

To fill out the change beneficiary request form, the individual must provide their personal information, the current beneficiary information, and the new beneficiary information.

What is the purpose of change beneficiary request form?

The purpose of the change beneficiary request form is to ensure that up-to-date beneficiary information is on record for financial accounts, insurance policies, and retirement plans.

What information must be reported on change beneficiary request form?

The change beneficiary request form must include the account holder's or policyholder's name, contact information, account number or policy number, current beneficiary information, and new beneficiary information.