Get the free Beneficiary Designation Change Form - AIChE Member Insurance ...

REQUEST FOR CHANGE OF BENEFICIARY Return Completed form to Niche Insurance Administrator: Affinity Insurance Services, Inc. 159 East County Line Road Harbor, PA 19040-1218 GROUP POLICYHOLDER: Trustees

How to fill out beneficiary designation change form

How to fill out beneficiary designation change form:

1. Locate the beneficiary designation change form: The first step is to find the appropriate form. This can typically be obtained from your insurance company, retirement plan provider, or other financial institution where you have the account or policy.
2. Provide your personal information: Start by entering your personal details, such as your full name, date of birth, and Social Security number. This information helps to identify you as the account or policyholder.
3. Specify the account or policy: Indicate the specific account or policy for which you want to change the beneficiary designation. This may include providing the account or policy number and any additional relevant information to ensure accuracy.
4. Identify the current beneficiary: State the name and relationship of the current beneficiary on the form. This allows for proper identification and confirmation of the beneficiary you wish to change.
5. Select the new beneficiary: Clearly state the full name and relationship of the new beneficiary you want to designate. Ensure that the information provided is accurate to avoid any confusion or potential complications.
6. Percentage allocation or share: If you want to divide the benefits among multiple beneficiaries, clearly specify the percentage or share each person should receive. This step is essential, especially if you want to assign different percentages to each beneficiary.
7. Date and sign the form: Provide the date of completion and your signature at the end of the beneficiary designation change form. This confirms that the information provided is accurate to the best of your knowledge.

Who needs beneficiary designation change form?

1. Individuals with life insurance policies: If you have a life insurance policy and want to update the beneficiary designation, you need to fill out a beneficiary designation change form.
2. Retirement account holders: If you have retirement accounts such as an IRA, 401(k), or 403(b), you may want to change the beneficiary designation. In such cases, the beneficiary designation change form is necessary.
3. Trust or estate planners: Individuals who have established trusts or estate plans may require a beneficiary designation change form to ensure that the designated beneficiaries align with their estate planning goals.
4. Any account or policyholder with existing beneficiaries: For any other type of account or policy with designated beneficiaries, such as investment accounts or annuities, a beneficiary designation change form will be needed to update or modify the beneficiaries.

It is important to consult with the specific institution or financial advisor associated with your account or policy to obtain the correct beneficiary designation change form and understand any additional requirements or considerations.

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