Get the free beneficiary change request - AEGON Structured Settlements

BENEFICIARY CHANGE REQUEST NOTE: No beneficiary change is final. Any future beneficiary change must be provided in writing and will cancel all prior beneficiary designations for any amounts payable

How to fill out beneficiary change request

How to fill out beneficiary change request

1. To fill out a beneficiary change request, follow these steps:
2. Obtain the beneficiary change request form from your financial institution or insurance provider.
3. Fill in your personal information, including your full name, contact details, and policy or account number.
4. Provide the name and contact information of the current beneficiary you wish to change.
5. Clearly state the reason for the beneficiary change.
6. Sign and date the beneficiary change request form.
7. Submit the completed form to your financial institution or insurance provider either in person or through the designated channels.
8. Keep a copy of the filled-out form for your records.

Who needs beneficiary change request?

1. Any individual or entity who has a financial account, insurance policy, or retirement plan with a designated beneficiary may need to request a beneficiary change. This could include individuals who want to update their beneficiary due to life events such as marriage, divorce, birth of a child, or the passing of the current beneficiary.
2. Additionally, individuals who want to update their wills or estate plans may need to complete a beneficiary change request to ensure their assets are properly distributed to their chosen beneficiaries.

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What is beneficiary change request?

Beneficiary change request is a formal request made by an account holder to change the designated beneficiary of their account or policy.

Who is required to file beneficiary change request?

The account holder or policy holder is required to file a beneficiary change request.

How to fill out beneficiary change request?

To fill out a beneficiary change request, the account holder needs to provide their personal information, details of the existing beneficiary, and information about the new desired beneficiary.

What is the purpose of beneficiary change request?

The purpose of a beneficiary change request is to ensure that the account holder's assets or benefits are distributed according to their updated wishes.

What information must be reported on beneficiary change request?

The beneficiary change request must include the account holder's name, account number, details of the existing beneficiary, and information about the new desired beneficiary.