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NEW ALTERNATIVES FUND, INC. INDIVIDUAL RETIREMENT ACCOUNT (IRA) BENEFICIARY DESIGNATION CHANGE FORM Complete this form to change your current Primary or Contingent Designated Beneficiary(IES). The

How to fill out beneficiary designation change form

How to fill out a beneficiary designation change form:

1. Obtain the beneficiary designation change form from the appropriate source, such as your employer's human resources department or your insurance company.
2. Fill in your personal information accurately and completely. This typically includes your full name, address, and contact details.
3. Provide relevant identification information, such as your social security number or policy/account number, as required by the form.
4. Clearly state the current primary and contingent beneficiaries, and include their full names, relationships to you, and their contact information.
5. Specify the percentage or specific amount you wish to allocate to each beneficiary. You may also include any specific instructions or special conditions, if applicable.
6. Review the completed form thoroughly to ensure all information is accurate and legible.
7. Sign and date the form in the designated areas.
8. Submit the completed form according to the instructions provided, whether that be returning it to your employer, mailing it to the insurance company, or following any other specified procedure.

Who needs a beneficiary designation change form?

1. Individuals who want to update or modify the beneficiaries listed on their life insurance policies, retirement accounts, or other financial assets.
2. Employees who have experienced a life event, such as marriage, divorce, or the birth of a child, that warrants revising their designations.
3. People who wish to ensure that their assets are distributed according to their current wishes and to avoid potential legal conflicts or disputes after their passing.

For pdfFiller’s FAQs

What is beneficiary designation change form?

A beneficiary designation change form is a legal document that allows a policyholder or account owner to update or modify the designated beneficiaries for their insurance policy, retirement account, or other financial asset.

Who is required to file beneficiary designation change form?

Anyone who wishes to change the named beneficiaries of their insurance policy, retirement account, or other financial asset is required to file a beneficiary designation change form.

How to fill out beneficiary designation change form?

To fill out a beneficiary designation change form, the policyholder or account owner needs to provide their personal information, such as name, address, and account number, along with the names, relationships, and contact information of the new designated beneficiaries.

What is the purpose of beneficiary designation change form?

The purpose of a beneficiary designation change form is to ensure that the policyholder or account owner's assets are distributed according to their wishes after their death, by specifying the individuals or entities who will receive the proceeds or benefits.

What information must be reported on beneficiary designation change form?

The beneficiary designation change form typically requires reporting the policyholder or account owner's personal information, the details of the existing beneficiaries, and the information of the new designated beneficiaries.

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