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Kansas City Life Insurance Company PO Box 219425 Kansas City, MO 64121-9425 EMPLOYEE (INSURED S) NAME CHANGE OF BENEFICIARY FORM SOCIAL SECURITY NO. EMPLOYER NAME POLICY NO. TO KANSAS CITY LIFE INSURANCE

How to fill out change of beneficiary form

How to fill out a change of beneficiary form:

1. Ensure you have the correct form: The first step in filling out a change of beneficiary form is to make sure you have the right form. Contact your insurance company, retirement plan administrator, or financial institution to obtain the specific form you need. They may have an online version that you can download or send it to you via mail or email.
2. Provide your personal information: Start by filling in your personal information accurately. This usually includes your full name, address, social security number, and contact information. Make sure all the details you provide are up to date and accurate.
3. Identify the policy or account: Next, you will need to identify the specific policy or account for which you are changing the beneficiary. This may require you to provide the policy or account number, the type of plan, and any other relevant information that helps to identify the account or policy.
4. Choose the new beneficiary: Clearly state the name, relationship, and contact information of the new beneficiary. It's important to provide accurate details to avoid any confusion or delays in processing the form. Double-check the information you provide to ensure it is correct.
5. Indicate the percentage or allocation: If you want to allocate the benefits among multiple beneficiaries or if you want to specify the percentage or amount each beneficiary would receive, make sure to clearly indicate this on the form. Specify the percentage or amount next to each beneficiary's name, ensuring that the total adds up to 100%.
6. Date and sign the form: After providing all the required information, date the form and sign it. This indicates your consent and authorization for the changes made on the form. It's crucial to sign the form with your legal signature to validate it.

Who needs a change of beneficiary form?

A change of beneficiary form is necessary for anyone who wants to update the designated recipient of benefits upon their death. This could apply to various situations such as life insurance policies, retirement accounts like IRAs and 401(k)s, pension plans, or other investment accounts. Individuals who experience major life events like marriage, divorce, the birth of a child, or the death of a designated beneficiary may need to utilize this form to ensure their benefits are directed to the intended recipient. It's advisable to review and update your beneficiary designations periodically to align with your current wishes and circumstances.

For pdfFiller’s FAQs

What is change of beneficiary form?

A change of beneficiary form is a legal document used to update the designated recipient of benefits in case of the original beneficiary's death or change in circumstances.

Who is required to file change of beneficiary form?

The policyholder or account holder is typically required to file a change of beneficiary form to update the designated recipient of benefits.

How to fill out change of beneficiary form?

To fill out a change of beneficiary form, the policyholder or account holder needs to provide their personal information, details of the original beneficiary, and information about the new designated beneficiary.

What is the purpose of change of beneficiary form?

The purpose of a change of beneficiary form is to ensure that benefits are distributed according to the policyholder's or account holder's wishes in case of the original beneficiary's death or change in circumstances.

What information must be reported on change of beneficiary form?

The change of beneficiary form typically requires information such as the policyholder's or account holder's name, contact details, policy or account number, details of the original beneficiary, and information about the new designated beneficiary.

How can I get change of beneficiary form?

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