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Designation/Change of
BeneficiaryPLEASE PRINT AND SUBMIT COMPLETED FORM TO US
NAME OF INSUREDPOLICY NUMBER(S)Designation of Beneficiary Change in
Named Beneficiary
Change to Beneficiary Address only
If
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How to fill out designationchange of beneficiary
How to fill out designationchange of beneficiary
01
Obtain the designation change of beneficiary form from the respective insurance company or financial institution.
02
Carefully read and understand the instructions provided on the form.
03
Fill in the personal details of the policyholder or account holder, such as name, address, and policy or account number.
04
Specify the beneficiary or beneficiaries you wish to designate by providing their full names, relationship to the policyholder or account holder, and their contact information.
05
Indicate the percentage or portion of the benefits each beneficiary is entitled to receive.
06
Check for any additional requirements, such as witness signatures or notarization, and complete them accordingly.
07
Review the completed form to ensure all information is accurate and complete.
08
Sign and date the form.
09
Submit the completed form to the insurance company or financial institution as instructed.
Who needs designationchange of beneficiary?
01
Any individual who currently has an insurance policy or a financial account with a designated beneficiary may need to fill out a designation change of beneficiary form.
02
Common scenarios where this form may need to be filled out include:
03
- When an individual wants to update or change the beneficiary of their life insurance policy.
04
- When a person wants to designate a new beneficiary for their retirement account.
05
- In the event of a divorce or breakup, where a person may want to remove their ex-spouse or former partner as the beneficiary.
06
- When a policyholder or account holder wants to add or remove a dependent or family member as a beneficiary.
07
It is advisable to consult with the insurance company or financial institution for specific instructions or requirements for filling out the designation change of beneficiary form.
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