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Beneficiary Change Request for the Indexed Survivorship Universal Life Supplemental Insured Rider According Life and Annuity Company P.O. Box 305027 Nashville, TN 372305027 Customer Contact Center

How to fill out beneficiary change request for

How to fill out beneficiary change request for

1. To fill out a beneficiary change request form, follow these steps:
2. Obtain a beneficiary change request form from your insurance provider. It may be available online or you can request a physical copy from their office.
3. Fill in your personal details, such as your name, address, policy number, and contact information. Make sure to provide accurate information.
4. Clearly identify the current beneficiary of the insurance policy by providing their name, address, and relationship to you.
5. Indicate the changes you want to make by providing the details of the new beneficiary, including their name, address, and relationship to you.
6. Review the form to ensure all information is correctly filled out and no mistakes have been made.
7. Sign and date the form as required. Some forms may require a witness or notary signature.
8. Submit the completed form to your insurance provider by mail or in person. If submitting by mail, consider sending it through certified mail to ensure delivery.
9. Keep a copy of the form for your records.
10. Follow up with your insurance provider to confirm that the beneficiary change request has been processed.
11. Note: It's important to review your insurance policy and consult with your insurance provider for specific instructions and requirements regarding beneficiary change requests.

Who needs beneficiary change request for?

1. Anyone who holds an insurance policy and wishes to change the beneficiary listed on the policy can submit a beneficiary change request form. This can include individuals who want to update their life insurance beneficiaries, retirement account beneficiaries, or any other type of insurance policy where selecting a beneficiary is required.
2. Common reasons why someone might need a beneficiary change request include:
3. - Change in marital status (getting married, divorced, or widowed) and wanting to update the beneficiary accordingly.
4. - The birth or adoption of a child and wanting to add them as a beneficiary.
5. - Changing the primary beneficiary to another family member or loved one.
6. - Updating beneficiary information due to changes in personal circumstances.
7. It's important to note that the eligibility, rules, and specific requirements for submitting a beneficiary change request may vary depending on the insurance policy and provider. It's recommended to contact your insurance provider directly for guidance and to obtain the appropriate beneficiary change request form.

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What is beneficiary change request for?

Beneficiary change request is for updating the designated recipient of benefits in case of life insurance or retirement accounts.

Who is required to file beneficiary change request for?

The policyholder or account holder is required to file the beneficiary change request.

How to fill out beneficiary change request for?

To fill out the beneficiary change request, the policyholder/account holder needs to provide the new beneficiary's name, relationship, and contact information.

What is the purpose of beneficiary change request for?

The purpose of beneficiary change request is to ensure that benefits are distributed to the desired recipient in case of the policyholder/account holder's death.

What information must be reported on beneficiary change request for?

The beneficiary change request must include the new beneficiary's full name, date of birth, relationship to the policyholder/account holder, and contact information.