Get the free Beneficiary Designation Change Form - Manulife Financial

Beneficiary Designation Change Form Send your completed form to: Manlike Financial Attn: GPRS Client Services, KC-6 PO BOX 396 STN WATERLOO, ON N2J 4A9 Please print clearly in the blank boxes. This

How to fill out beneficiary designation change form

1. To fill out a beneficiary designation change form, you will need to first obtain the form from the appropriate financial institution or insurance company. This form is typically used to update the designated beneficiary for your life insurance policy, retirement account, or other financial assets.
2. Start by reading the instructions provided with the form carefully. Familiarize yourself with the requirements and any supporting documents that may be needed.
3. Fill in your personal information which may include your full name, address, Social Security number, and contact details. Ensure that this information is accurate and up to date.
4. Indicate the type of account or policy for which the beneficiary designation is being changed. This may include options like life insurance, retirement plans, annuities, or other financial instruments.
5. Provide the full name, relationship, address, and contact details of the primary beneficiary you wish to designate. In some cases, you may be able to specify more than one primary beneficiary and allocate a percentage of the benefit to each.
6. If you have any contingent or secondary beneficiaries, fill in their details as well. Contingent beneficiaries will receive the proceeds if the primary beneficiary predeceases you.
7. Sign and date the form at the designated places. Some forms may require a witness or a notary public to acknowledge your signature.
8. Depending on the requirements of the financial institution or insurance company, you may need to attach supporting documents such as marriage certificates, birth certificates, or legal documentation proving your relationship with the beneficiaries.

Who needs a beneficiary designation change form?

1. Individuals who wish to update or change their designated beneficiaries for financial assets such as life insurance policies, retirement accounts, or annuities will typically need a beneficiary designation change form.
2. These forms are necessary for anyone who wants to modify their existing beneficiary designations due to personal circumstances like marriage, divorce, birth of a child, change in relationships, or other factors.
3. It is especially important for individuals who have experienced significant life changes or who want to ensure that their assets are distributed according to their wishes upon their passing. By completing a beneficiary designation change form, individuals can ensure that their assets are transferred to their desired beneficiaries.

For pdfFiller’s FAQs

What is beneficiary designation change form?

A beneficiary designation change form is a document that allows an individual to update the beneficiaries listed on their accounts or policies in the event of a change in circumstances.

Who is required to file beneficiary designation change form?

Any individual who wishes to change the designated beneficiaries on their accounts or policies 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 individual must provide their personal information, specify the account or policy for which they are changing the beneficiaries, and list the new beneficiaries.

What is the purpose of beneficiary designation change form?

The purpose of a beneficiary designation change form is to ensure that the assets in the account or policy are distributed according to the individual's current wishes.

What information must be reported on beneficiary designation change form?

The beneficiary designation change form typically requires information such as the individual's name, account or policy number, current beneficiaries, and new beneficiaries.

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