Get the free Change of Beneficiary Form - Grand Rapids Community College

Return to: GRCC HR Benefits Office 2nd Floor, Admin Building DeVos Campus 143 Eastwick Ave NE Grand Rapids, MI 495033295Change of Beneficiary FormComplete this form as thoroughly as possible. Please

How to fill out change of beneficiary form

How to fill out change of beneficiary form

1. Obtain a copy of the change of beneficiary form from the insurance company or financial institution that holds the policy or account.
2. Fill in your personal details such as your name, address, and contact information.
3. Provide the policy or account information, including the policy number or account number.
4. Clearly state the current beneficiary's details, including their name, relationship to you, and contact information.
5. Indicate the new beneficiary's details, including their name, relationship to you, and contact information.
6. Specify the percentage or amount of the policy or account that each beneficiary should receive.
7. Sign and date the form.
8. Submit the completed form to the insurance company or financial institution according to their instructions.

Who needs change of beneficiary form?

1. Anyone who currently has a life insurance policy or financial account with a designated beneficiary may need to fill out a change of beneficiary form.
2. The form is typically used when there is a change in circumstances, such as the birth of a child, a marriage or divorce, or the desire to update the beneficiary designation.
3. It is important to ensure that the intended beneficiary receives the proceeds of the policy or account in the event of the policyholder's death.

For pdfFiller’s FAQs

How do I execute change of beneficiary form online?

pdfFiller has made it easy to fill out and sign change of beneficiary form. You can use the solution to change and move PDF content, add fields that can be filled in, and sign the document electronically. Start a free trial of pdfFiller, the best tool for editing and filling in documents.

Can I create an electronic signature for signing my change of beneficiary form in Gmail?

When you use pdfFiller's add-on for Gmail, you can add or type a signature. You can also draw a signature. pdfFiller lets you eSign your change of beneficiary form and other documents right from your email. In order to keep signed documents and your own signatures, you need to sign up for an account.

How can I fill out change of beneficiary form on an iOS device?

Get and install the pdfFiller application for iOS. Next, open the app and log in or create an account to get access to all of the solution’s editing features. To open your change of beneficiary form, upload it from your device or cloud storage, or enter the document URL. After you complete all of the required fields within the document and eSign it (if that is needed), you can save it or share it with others.

What is change of beneficiary form?

A change of beneficiary form is a document that allows an individual to update or change the designated beneficiary for a financial account, insurance policy, or retirement plan.

Who is required to file change of beneficiary form?

The account holder, policyholder, or plan participant is typically required to file a change of beneficiary form when they wish to designate a different beneficiary.

How to fill out change of beneficiary form?

To fill out a change of beneficiary form, you need to provide your personal information, the details of the current beneficiary, and the information of the new beneficiary that you wish to designate.

What is the purpose of change of beneficiary form?

The purpose of the change of beneficiary form is to ensure that the financial assets are distributed according to the account holder's current wishes upon their death or the triggering of a policy.

What information must be reported on change of beneficiary form?

Information that must be reported includes the account holder's details, current beneficiary details, new beneficiary details, and the signature of the account holder.