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USTA VEGA TRUST LB1Life Insurance Beneficiary Designation/Name Change Form Group Policy NumberPolicyholder: BASICS Voluntary Employees Beneficiary Association Trust BASIC PLUS4100001 Employee/Retiree

How to fill out beneficiary - name change

How to fill out beneficiary - name change

1. To fill out a beneficiary name change, follow these steps:
2. Obtain the appropriate form from the relevant institution or organization. This could be a beneficiary change form provided by the insurance company, bank, or other institutions.
3. Fill out the form with accurate and updated information. Provide your current beneficiary name and the new name you want to change it to.
4. Attach any required supporting documents, such as a marriage certificate, court order, or legal documentation validating the name change.
5. Review the form and supporting documents to ensure everything is filled out correctly and all necessary information is provided.
6. Submit the completed form and supporting documents to the appropriate institution or organization. This may involve mailing it, delivering it in person, or submitting it online through their designated portal.
7. Follow up with the institution or organization to confirm that your name change request has been processed and accepted. Keep a copy of the submitted form and any relevant communication for your records.

Who needs beneficiary - name change?

1. Individuals who may need a beneficiary name change include:
2. - Individuals who have recently changed their legal name due to marriage, divorce, or other personal reasons.
3. - Policyholders or account holders who want to update their beneficiary information to reflect their new legal name.
4. - People who want to ensure that their designated beneficiaries receive the benefits or assets specified in their policies or accounts under the correct name.
5. - Anyone who has named a beneficiary in their legal documents and wishes to update the beneficiary's name to match their current legal identity.

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What is beneficiary - name change?

Beneficiary - name change is a process to update the name of the beneficiary listed on a particular document.

Who is required to file beneficiary - name change?

The individual or organization responsible for managing the document or account where the beneficiary is listed is required to file the beneficiary - name change.

How to fill out beneficiary - name change?

To fill out beneficiary - name change, one must provide the current name of the beneficiary, the desired new name, and any supporting documentation such as a marriage certificate or court order.

What is the purpose of beneficiary - name change?

The purpose of beneficiary - name change is to ensure that the beneficiary's name is accurately reflected on the relevant documents or accounts.

What information must be reported on beneficiary - name change?

The information that must be reported on beneficiary - name change includes the current name of the beneficiary, the new name, and any supporting documentation.