Get the free Beneficiary change form - Highland Funds

HIGHLAND FUNDS INDIVIDUAL RETIREMENT ACCOUNT (IRA) BENEFICIARY CHANGE FORM Complete this form to change your current Primary or Contingent Designated Beneficiary(IES). The share percentage must equal

How to fill out beneficiary change form

How to fill out beneficiary change form:

1. Obtain the beneficiary change form from the appropriate source, such as your financial institution, insurance provider, or employer. This form is typically available online or can be requested by contacting the relevant organization directly.
2. Start by carefully reading the instructions provided with the beneficiary change form. These instructions will guide you through the process and ensure that you provide all the necessary information accurately.
3. Begin filling out the form by entering your personal details, including your full name, address, and contact information. Make sure to double-check for any spelling errors or inaccuracies.
4. Next, provide the necessary information about the current beneficiary. This may include their name, relationship to you, and their contact information.
5. Indicate the new beneficiary or beneficiaries you wish to name. Include their full names, relationships to you, and their contact information. If you are designating multiple beneficiaries, specify the percentage of the benefit that each person will receive.
6. Consider adding contingent beneficiaries. These are individuals who would receive the benefit if the primary beneficiary is unable to claim it. Provide their details in the appropriate section of the form.
7. Review the form thoroughly before submitting it. Ensure that all the information provided is accurate and up to date. Sign and date the form according to the instructions provided.
8. Submit the completed beneficiary change form to the organization or entity that requires it. Follow the instructions on where and how to submit the form, which might include mailing it, delivering it in person, or submitting it online.

Who needs beneficiary change form:

1. Individuals who have existing financial accounts, such as bank accounts, brokerage accounts, or retirement accounts, and wish to change the designated beneficiary.
2. Policyholders who have life insurance, disability insurance, or other types of insurance policies and want to update the beneficiary listed on the policy.
3. Employees who have workplace benefits, such as a retirement plan or group life insurance, and desire to modify the beneficiary designation.

In summary, anyone who wants to change the designated beneficiary for their financial accounts, insurance policies, or workplace benefits will need to fill out a beneficiary change form. This ensures that the updated beneficiary information is properly recorded and implemented when the time comes.

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What is beneficiary change form?

Beneficiary change form is a document used to update or change the designated beneficiary on a financial account or insurance policy.

Who is required to file beneficiary change form?

The account holder or policyholder is required to file the beneficiary change form.

How to fill out beneficiary change form?

Beneficiary change form should be completed with the new beneficiary's information and signed by the account holder or policyholder.

What is the purpose of beneficiary change form?

The purpose of beneficiary change form is to ensure that the correct individual receives the assets or insurance benefits upon the account holder or policyholder's death.

What information must be reported on beneficiary change form?

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