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Get the free Non-Retirement Account Beneficiary Claim - thrivent.com

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Business Entity Information Thrive Midsection 1 Account Information This authorization will apply to all fund accounts under the Thrive ID for this entity, unless checked below. This authorization
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How to fill out non-retirement account beneficiary claim

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How to fill out non-retirement account beneficiary claim

01
Obtain a copy of the non-retirement account beneficiary claim form from the financial institution where the account is held.
02
Fill out the personal information section of the form, including your full name, address, and contact information.
03
Provide the details of the non-retirement account for which you are filing the beneficiary claim, such as the account number and the name of the account holder.
04
Indicate your relationship to the account holder and whether you are the primary beneficiary or a contingent beneficiary.
05
If there are multiple beneficiaries, specify the percentage or portion of the account that you are entitled to.
06
Attach any necessary supporting documents, such as a certified copy of the account holder's death certificate.
07
Sign and date the beneficiary claim form, certifying that the information provided is true and accurate.
08
Submit the completed form and any required documents to the financial institution according to their instructions.

Who needs non-retirement account beneficiary claim?

01
Anyone who is named as a beneficiary on a non-retirement account may need to fill out a beneficiary claim form.
02
This includes individuals who were designated as beneficiaries by the original account holder.
03
Beneficiaries may need to file a claim to request the distribution of funds from the account after the account holder's death.
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Non-retirement account beneficiary claim is a request made by an individual or entity to obtain assets from a non-retirement account after the account holder has passed away.
The beneficiary or legal representative of the deceased account holder is required to file a non-retirement account beneficiary claim.
To fill out a non-retirement account beneficiary claim, the beneficiary or legal representative must provide personal information, details of the deceased account holder, and documentation supporting their claim.
The purpose of a non-retirement account beneficiary claim is to ensure that the assets in the account are distributed according to the wishes of the deceased account holder or as required by law.
The non-retirement account beneficiary claim must include the beneficiary's personal information, relationship to the deceased account holder, details of the account, and any supporting documentation.
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