Get the free BENEFICIARY DESIGNATION CHANGE REQUEST - hrs wsu

Beneficiary Designation/Change Form ... with ''an insurable interest#39;' in your life. ... beneficiary on file with WSU Human Resource Services (HRS), then no payment will be made to any survivor.

How to fill out beneficiary designation change request

Who needs beneficiary designation change request?

1. Individuals who have recently experienced a major life event, such as getting married, divorced, having a child, or experiencing the death of a beneficiary, may need to fill out a beneficiary designation change request.
2. People who have named a beneficiary for their insurance policies, retirement accounts, or other financial accounts and wish to update or make changes to their designated beneficiaries will also need to complete this request.
3. Some institutions, such as insurance companies or financial institutions, may require beneficiaries to fill out a beneficiary designation change request to ensure accurate and up-to-date beneficiary information.

How to fill out a beneficiary designation change request:

1. Start by obtaining the beneficiary designation change request form from the institution that administers the account or policy. This form may be available online or in person.
2. Fill in the account or policy holder's personal information, such as name, address, and contact details, at the top of the form.
3. Provide the relevant account or policy information, including the account number or policy identification number, to ensure that the change request is applied to the correct account or policy.
4. Indicate the current beneficiary information, including their name, relationship to the account or policy holder, and their contact details.
5. Specify the changes you wish to make to the beneficiary designation. This may include adding new beneficiaries, removing existing beneficiaries, or updating the percentage allocation for each beneficiary.
6. If adding a new beneficiary, include their full name, relationship to the account or policy holder, and their contact details.
7. If removing a beneficiary, clearly state their name and include a reason for the removal, if required by the institution.
8. If updating the percentage allocation for each beneficiary, clearly indicate the desired percentage for each beneficiary. Ensure that the total allocation amounts to 100% or an appropriate percentage.
9. Review the completed form to ensure all information is accurate and complete. Make any necessary corrections or additions.
10. Sign and date the form in the designated area to confirm your request.
11. Follow the instructions provided by the institution to submit the beneficiary designation change request. This may involve submitting the form online, mailing it to a specific address, or delivering it in person to a designated office.

Remember to keep a copy of the completed beneficiary designation change request form for your records and follow up with the institution to ensure that the changes have been processed successfully.

For pdfFiller’s FAQs

What is beneficiary designation change request?

Beneficiary designation change request is a form used to update or change the individuals who will receive benefits from a specific account or policy in the event of the account holder's or policyholder's death.

Who is required to file beneficiary designation change request?

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

How to fill out beneficiary designation change request?

To fill out the beneficiary designation change request, the account holder or policyholder must provide their personal information, the names and information of the new beneficiaries, and sign and date the form.

What is the purpose of beneficiary designation change request?

The purpose of the beneficiary designation change request is to ensure that the correct individuals receive the benefits from the account or policy upon the account holder's or policyholder's death.

What information must be reported on beneficiary designation change request?

The beneficiary designation change request must include personal information of the account holder or policyholder, the names and information of the new beneficiaries, and the details of the account or policy.

How can I get beneficiary designation change request?

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