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Missouri Sheriffs Retirement System CHANGE OF BENEFICIARY FORM (For Use By Retirees Who Selected a Life Annuity with Guaranteed Payments) PLEASE PRINTRETIREE INFORMATION LAST NAME HOME TELEPHONEFIRSTMIDDLECELL
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How to fill out life annuity beneficiary change
How to fill out life annuity beneficiary change
01
To fill out a life annuity beneficiary change, follow these steps:
02
Obtain the necessary forms from your life insurance provider or download them from their website.
03
Fill out your personal details, including your name, policy number, and contact information.
04
Provide the current beneficiary's information, such as their name, relationship to you, and contact details.
05
Specify the new beneficiary's information, including their name, relationship to you, and contact details.
06
Indicate the percentage or portion of the policy's proceeds you want to allocate to each beneficiary.
07
Review the completed form for accuracy and completeness.
08
Sign and date the form.
09
Submit the filled-out form to your life insurance provider through mail, email, or online submission, according to their instructions.
10
Keep a copy of the completed form for your records.
Who needs life annuity beneficiary change?
01
Anyone who currently has a life annuity policy and wishes to change the designated beneficiaries needs a life annuity beneficiary change.
02
Reasons for needing a change may include personal circumstances, such as a divorce, marriage, birth or adoption of a child, or a desire to update the beneficiaries.
03
It is important to regularly review and update your life annuity beneficiaries to ensure that your intended recipients receive the policy's proceeds.
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What is life annuity beneficiary change?
A life annuity beneficiary change refers to the process of altering the designated beneficiary of a life annuity contract, allowing the owner to specify who will receive the annuity benefits upon their death.
Who is required to file life annuity beneficiary change?
The owner of the life annuity is required to file a beneficiary change, typically as part of updating the beneficiary designations within the annuity contract.
How to fill out life annuity beneficiary change?
To fill out a life annuity beneficiary change, the owner needs to complete a designated form provided by the insurance company, providing details such as the current beneficiary, the new beneficiary's information, and any required signatures.
What is the purpose of life annuity beneficiary change?
The purpose of a life annuity beneficiary change is to ensure that the death benefits of the annuity are distributed according to the owner's wishes, accommodating changes in personal circumstances such as marriage or divorce.
What information must be reported on life annuity beneficiary change?
The information that must be reported includes the owner's name, the current beneficiary's name, the new beneficiary's name, relationship to the owner, contact information, and signatures of both the owner and the new beneficiary if required.
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