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Change of Beneficiary The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New York Servicing Office PO Box 2348, Fort Wayne IN 468012348 Fax Number 2604556310 www.LincolnFinancial.com

How to fill out beneficiary designation form

How to fill out beneficiary designation form

1. Start by obtaining a copy of the beneficiary designation form. You can usually find this form from the institution or company that manages your account or policy.
2. Read the instructions provided on the form carefully. It is important to understand the requirements and guidelines before filling out the form.
3. Provide your personal information, such as your full name, address, and contact details, as requested on the form.
4. Specify the type of account or policy for which you are designating a beneficiary. This could be a retirement account, life insurance policy, or any other type of financial instrument.
5. Clearly identify the beneficiaries by providing their full names, addresses, and their relationship to you. You may need to specify the percentage of the benefit they will receive.
6. If you want to name contingent beneficiaries who will inherit the benefit in case the primary beneficiaries are not able to, provide their information as well.
7. Review the completed form to ensure all the information is accurate and up to date. Make any necessary corrections before signing and dating the form.
8. Follow any additional instructions provided on the form regarding submission. Some forms may require notarization or witness signatures.
9. Keep a copy of the completed form for your records and submit the original to the appropriate institution or company as instructed.

Who needs beneficiary designation form?

1. Individuals who have financial accounts like retirement accounts, life insurance policies, or investment accounts may need a beneficiary designation form.
2. People who want to designate who will receive the assets or benefits from their accounts or policies after their death should use this form.
3. Beneficiary designation forms are commonly used by individuals who want to ensure their assets are distributed according to their wishes rather than going through the probate process.

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What is beneficiary designation form?

Beneficiary designation form is a legal document that allows an individual to specify who will receive their assets, such as life insurance policies or retirement accounts, upon their death.

Who is required to file beneficiary designation form?

Any individual who has assets with designated beneficiaries, such as life insurance policies, retirement accounts, or payable-on-death bank accounts, is required to file a beneficiary designation form.

How to fill out beneficiary designation form?

To fill out a beneficiary designation form, one must provide their personal information, such as name, address, and social security number, as well as the information of the designated beneficiaries, including their relationship to the individual and their contact information.

What is the purpose of beneficiary designation form?

The purpose of beneficiary designation form is to ensure that an individual's assets are distributed according to their wishes upon their death, without the need for probate proceedings.

What information must be reported on beneficiary designation form?

The beneficiary designation form must include the individual's personal information, the information of the designated beneficiaries, as well as the percentage or amount of the assets each beneficiary will receive.