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A Fraternal Benefit Society Since 1892 4254 Saw Mill Run Boulevard, Pittsburgh, PA 152273394 4128845100 or 18007654428 www.gbu.orgPLEASE PRINT CLEARLY. Annuity Application 1. Name of Proposed Annuitant

How to fill out gbu beneficiary change form

How to fill out gbu beneficiary change form

1. To fill out a GBU beneficiary change form, follow these steps:
2. Obtain the GBU beneficiary change form from your GBU provider or download it from their website.
3. Fill in your personal information, such as your full name, address, and contact details, in the designated fields.
4. Provide the policy or account number for which you are changing the beneficiary.
5. Identify the current beneficiary by providing their name, date of birth, and relationship to you.
6. Specify the new beneficiary by providing their full name, date of birth, and relationship to you.
7. Sign and date the form to confirm your request.
8. Submit the completed form to your GBU provider as instructed, either by mail, fax, or through their online portal.
9. Keep a copy of the filled-out form for your records.
10. Wait for confirmation from your GBU provider regarding the beneficiary change.
11. Review your policy or account to ensure the beneficiary change has been processed correctly.

Who needs gbu beneficiary change form?

1. Anyone who has a GBU (Group Benefits Unemployment) plan and wishes to change the designated beneficiary can use the GBU beneficiary change form.
2. This form is typically used by individuals who have experienced a change in their personal circumstances, such as a marriage, divorce, birth of a child, or the desire to update their beneficiary designation for any reason.
3. It is important to consult with your GBU provider or review the terms of your plan to determine eligibility and any specific requirements for using the beneficiary change form.

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What is gbu beneficiary change form?

The GBU beneficiary change form is a document used to officially update or change the designated beneficiaries of a GBU (Group Benefits Underwriting) policy or account.

Who is required to file gbu beneficiary change form?

Any policyholder or account holder who wishes to update or change their beneficiaries on a GBU policy is required to file this form.

How to fill out gbu beneficiary change form?

To fill out the GBU beneficiary change form, provide necessary personal information such as your name, policy number, and details of the new beneficiaries including their names, relationships, and contact information.

What is the purpose of gbu beneficiary change form?

The purpose of the GBU beneficiary change form is to ensure that the beneficiaries listed on a policy or account reflect the current wishes of the policyholder.

What information must be reported on gbu beneficiary change form?

The information that must be reported includes the policyholder's personal information, the current beneficiaries, and the new beneficiaries' details including names and relationships.