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Instructions for Change of Beneficiary Annuity Please use the attached form to request a change in beneficiary for an annuity contract. Do not complete the Change of Beneficiary section for a change
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How to fill out ps138 change of beneficiary

How to fill out ps138 change of beneficiary
01
To fill out PS138 Change of Beneficiary form, follow these steps:
02
Obtain the PS138 form from the designated office or download it from the official website.
03
Fill out the personal information section, including your name, address, and contact details.
04
Provide the necessary information about the existing beneficiary, such as their name, Social Security Number, and relationship to you.
05
Specify the new beneficiary by providing their name, Social Security Number, and relationship to you.
06
Indicate the reason for the change of beneficiary, if required.
07
Sign and date the form.
08
Submit the completed form to the appropriate office or via the specified method.
Who needs ps138 change of beneficiary?
01
PS138 Change of Beneficiary form is required by individuals who want to change the designated beneficiary of their benefits. This may be necessary in various situations, such as a change in family circumstances, divorce, the birth of a child, or a change in the relationship with the current beneficiary.
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What is ps138 change of beneficiary?
The ps138 change of beneficiary is a form used to update the designated beneficiary for a particular policy or account.
Who is required to file ps138 change of beneficiary?
The policyholder or account holder is required to file the ps138 change of beneficiary.
How to fill out ps138 change of beneficiary?
To fill out the ps138 change of beneficiary, the policyholder or account holder must provide their personal information, the current beneficiary information, and the new beneficiary information.
What is the purpose of ps138 change of beneficiary?
The purpose of the ps138 change of beneficiary is to ensure that the designated beneficiary on file is up to date and accurate.
What information must be reported on ps138 change of beneficiary?
The ps138 change of beneficiary form typically requires information such as the policy or account holder's name, contact information, current beneficiary's name, and new beneficiary's name.
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