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American General Life Insurance Company / The United States Life

How to fill out change of beneficiary form

How to fill out change of beneficiary form:

1. Start by gathering the necessary information. You will need the current policy or account number, the name and contact information of the current beneficiary, and the name and contact information of the new beneficiary.
2. Read the instructions carefully. The change of beneficiary form may have specific guidelines and requirements that you need to follow. Make sure you understand what information is required and how to fill out each section.
3. Fill out the personal information section. This typically includes your name, address, phone number, and social security number. Double-check that all the information is accurate and up-to-date.
4. Provide the policy or account details. Input the current policy or account number as well as the type of policy or account. This will help the company identify the correct account in their records.
5. Specify the current beneficiary. Write down the name and contact information of the current beneficiary. If you know their relationship to you, include that information as well.
6. Identify the new beneficiary. Write down the name and contact information of the new beneficiary. Similar to the current beneficiary, include their relationship to you if applicable.
7. Date and sign the form. Make sure to date the form and sign it in the designated area. This signature verifies that you are the account holder and that you authorize the change of beneficiary.
8. Submit the form. Follow the instructions provided on the form to submit it. This may include mailing it to a specific address or submitting it electronically through an online portal.

Who needs change of beneficiary form:

1. Individuals with life insurance policies. Life insurance policies often have designated beneficiaries who will receive the death benefit upon the policyholder's death. If you want to change who will receive the benefit, you will need to fill out a change of beneficiary form.
2. Retirement account holders. Beneficiary designations are crucial for retirement accounts, such as 401(k)s, IRAs, and pension plans. If you want to update who will receive your retirement account funds after your passing, you need to complete a change of beneficiary form.
3. Trust and estate beneficiaries. If you have set up a trust or an estate plan, you may have named specific individuals or entities as beneficiaries. If you need to make changes to these designations, a change of beneficiary form will be necessary.

Overall, anyone who wants to modify the designated beneficiaries of their insurance policies, retirement accounts, or estate plans will need to fill out a change of beneficiary form. It is important to keep these forms up-to-date to ensure that your assets are distributed according to your wishes.

For pdfFiller’s FAQs

What is change of beneficiary form?

It is a form used to change the designated beneficiary of a financial account or insurance policy.

Who is required to file change of beneficiary form?

The account holder or policy owner is usually required to file the change of beneficiary form.

How to fill out change of beneficiary form?

The form typically requires the account holder or policy owner to provide their personal information, the information of the current beneficiary, and the information of the new beneficiary.

What is the purpose of change of beneficiary form?

The purpose is to ensure that the account holder or policy owner's assets are passed on to the intended beneficiary in case of their death.

What information must be reported on change of beneficiary form?

The form may require personal information such as name, address, date of birth, and social security number of the account holder, current beneficiary, and new beneficiary.

Can I sign the change of beneficiary form electronically in Chrome?

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How do I complete change of beneficiary form on an Android device?

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