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RESET FORMBeneficiary Designation request Register Life Insurance Company, Minneapolis, MN Register Life Insurance Company of New York, Woodbury, NY Members of the Goya family of companies (the Company)

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How to fill out beneficiary designation request

01

Obtain the beneficiary designation request form from the appropriate organization or institution.

02

Provide your personal information, such as your full name, address, date of birth, and social security number.

03

Identify the type of account or policy for which you are designating a beneficiary.

04

Clearly state the name and contact information of the beneficiary you are designating.

05

Specify the percentage or share of the account or policy that each beneficiary should receive.

06

Sign and date the beneficiary designation request form.

07

Submit the completed form to the designated office or department.

08

Keep a copy of the form for your records.

Who needs beneficiary designation request?

01

Anyone who holds a financial account or an insurance policy that allows for beneficiary designation may need to fill out a beneficiary designation request. This includes individuals who want to ensure that their assets or insurance proceeds are distributed according to their wishes upon their death. It is commonly used in situations such as retirement accounts, life insurance policies, and employee benefit plans.

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What is beneficiary designation request?

A beneficiary designation request is a form or document where an individual specifies who should receive their assets or benefits in the event of their death.

Who is required to file beneficiary designation request?

Any individual who has assets or benefits that can be passed on to a beneficiary upon their death is required to file a beneficiary designation request.

How to fill out beneficiary designation request?

To fill out a beneficiary designation request, one must provide their personal information as well as the information of the designated beneficiary. They must also specify the percentage or amount of the assets or benefits that each beneficiary will receive.

What is the purpose of beneficiary designation request?

The purpose of a beneficiary designation request is to ensure that the individual's assets or benefits are passed on to the intended beneficiaries after their death.

What information must be reported on beneficiary designation request?

The beneficiary designation request must include the individual's personal information, the beneficiaries' information, and the details of the assets or benefits being designated.

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