Get the free Beneficiary Designation/Change Form - IBEW Local 164

JOINT WELFARE FUND LOCAL UNION 164, IBEX BENEFICIARY DESIGNATION/CHANGE FORM Please return completed form to: Fabian & Born, LLC, 425 Eagle Rock Ave., Ste. 105, Roseland NJ 07068 1. EMPLOYEE INFORMATION

How to fill out beneficiary designationchange form

How to fill out a beneficiary designation change form?

1. Begin by obtaining the beneficiary designation change form from the appropriate source, typically the financial institution or insurance company where the account or policy is held.
2. Carefully read the instructions and the form itself to understand the required information and any specific guidelines provided.
3. Start by providing your personal information, including your full name, address, and contact details.
4. Next, specify the account or policy to which the beneficiary designation change applies. Provide the necessary details, such as the account number or policy number, to ensure accuracy.
5. Clearly state the current beneficiary's information, including their full name, date of birth, and relationship to you as the account or policy owner.
6. Indicate the new beneficiary's information, including their full name, date of birth, and relationship to you. If there are multiple beneficiaries, list their details in the order you desire, making sure to specify their respective shares or percentages if applicable.
7. Review the form and ensure all the information you have provided is accurate and complete. If the form requires any signatures, sign and date it accordingly.
8. Read any additional instructions or disclosures provided with the form to ensure you are aware of any further steps or requirements.

Who needs a beneficiary designation change form?

1. Individuals who have a retirement account such as a 401(k), IRA, or pension plan may need a beneficiary designation change form. This allows them to update or modify the designated individuals who will receive the account assets upon their death.
2. Life insurance policyholders may also require a beneficiary designation change form to update the intended recipient of the policy proceeds.
3. Individuals with other types of investment accounts or financial assets that allow for beneficiary designations may also need to fill out this form to ensure their beneficiaries are up to date and aligned with their wishes.

In summary, when filling out a beneficiary designation change form, it is crucial to carefully follow the provided instructions and provide accurate and complete information. This form is typically needed by individuals with retirement accounts, life insurance policies, or other financial assets that allow for beneficiary designations.

For pdfFiller’s FAQs

What is beneficiary designation change form?

The beneficiary designation change form is a form used to update or change the designated beneficiaries for a specific account or policy.

Who is required to file beneficiary designation change form?

The account holder or policyholder is required to file the beneficiary designation change form.

How to fill out beneficiary designation change form?

To fill out the beneficiary designation change form, the account holder or policyholder needs to provide their personal information, the details of the current beneficiaries, and the new beneficiaries they wish to designate.

What is the purpose of beneficiary designation change form?

The purpose of the beneficiary designation change form is to ensure that the account holder's or policyholder's assets are distributed according to their wishes in the event of their death.

What information must be reported on beneficiary designation change form?

The beneficiary designation change form must include the account holder's or policyholder's name, account or policy number, current beneficiaries, and the new beneficiaries.

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