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BENEFICIARY CHANGE FORM
Repoint/Highland Capital Management
Forward To: First Trust Retirement, c/o DST Systems, Inc.
Regular Mail
Overnight Delivery
PO Box 219630
Mail Stop: Repoint Advisors
Kansas
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How to fill out beneficiary change form
How to fill out beneficiary change form
01
Step 1: Obtain the beneficiary change form from your insurance provider.
02
Step 2: Fill out your personal information including your name, address, and policy number.
03
Step 3: Provide the details of the new beneficiary, including their name, relationship to you, and contact information.
04
Step 4: Review the form to ensure all information is accurate and complete.
05
Step 5: Sign and date the form.
06
Step 6: Submit the filled-out form to your insurance provider via mail, email, or online portal.
Who needs beneficiary change form?
01
Anyone who wants to update the beneficiary designation for their insurance policy needs to fill out the beneficiary change form. This may be necessary due to various reasons, such as a change in marital status, the birth of a child, or a change in personal relationships. It is important to ensure that your insurance policy reflects your current intentions regarding who should receive the benefits in the event of your death.
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What is beneficiary change form?
Beneficiary change form is a document used to update or modify the designated beneficiary of a specific account or policy.
Who is required to file beneficiary change form?
The account or policy holder is required to file the beneficiary change form.
How to fill out beneficiary change form?
To fill out the beneficiary change form, the account or policy holder needs to provide their information, the current beneficiary's information, and the new beneficiary's information.
What is the purpose of beneficiary change form?
The purpose of the beneficiary change form is to ensure that the designated beneficiary of an account or policy is up to date and accurate.
What information must be reported on beneficiary change form?
The beneficiary change form should include the account or policy holder's name, account number, current beneficiary's details, and the new beneficiary's details.
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