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Beneficiary Designation Change Request Group Term Life Insurance (for eligible FCS employees/retirees covered by the Fairfax County Employees Retirement System) Your Information Please print clearlyYour
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How to fill out beneficiary designation change request

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How to fill out beneficiary designation change request

01
Access the beneficiary designation change request form from your financial institution.
02
Fill out the form with your personal information, as well as the details of the new beneficiary/beneficiaries.
03
Double check all the information provided for accuracy.
04
Sign and date the form as required.
05
Submit the completed form to your financial institution for processing.

Who needs beneficiary designation change request?

01
Individuals who have existing beneficiaries listed on their accounts and wish to make changes to their beneficiaries.
02
Those who want to ensure that their assets are distributed according to their wishes in the event of their passing.
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A beneficiary designation change request is a form used to update or make changes to the beneficiaries listed on a financial account or insurance policy.
The account or policy holder is required to file a beneficiary designation change request.
To fill out a beneficiary designation change request, the account or policy holder must provide their personal information, the names of the beneficiaries being added or removed, and their relationship to the account holder.
The purpose of a beneficiary designation change request is to ensure that the correct individuals are designated to receive the assets or benefits from the account or policy in the event of the account holder's death.
The beneficiary designation change request must include the account holder's personal information, the names of the beneficiaries, their relationship to the account holder, and the percentage of the assets they are entitled to.
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