Get the free Beneficiary Change Request Form - Vantis Life Insurance Company

Request Form. Legal Signature of Owner. Date. *Split percentages within designated beneficiary classification must ...

How to fill out beneficiary change request form

1. To fill out a beneficiary change request form, you will need to gather certain information beforehand. This may include the policy or account number, the current beneficiary's name and contact information, and the new beneficiary's information.
2. Start by completing the personal details section of the form. This usually includes your own name, address, and contact information. Ensure that you provide accurate and up-to-date information.
3. The next step is to provide the necessary policy or account details. This typically involves entering the policy or account number, which can usually be found on your insurance policy or investment account statement.
4. Move on to the section specifically designated for the current beneficiary's information. Fill in their name, address, and contact details as accurately as possible. Make sure to double-check the information to avoid any mistakes.
5. After completing the current beneficiary section, proceed to enter the details of the new beneficiary. This includes their full name, address, and contact information. Take care to provide all the required information accurately.
6. In some cases, additional documentation may be required to support the beneficiary change request. This could include a copy of the new beneficiary's identification, such as a passport or driver's license. Check the instructions provided with the form to determine if any additional documents are necessary.
7. Once you have filled out all the required sections and attached any necessary documents, review the form for any errors or missing information. It is important to ensure that all the information provided is accurate and complete.
8. Finally, sign and date the beneficiary change request form. Depending on the specific requirements, you may need to have your signature witnessed or notarized. Follow the instructions provided on the form to ensure that you comply with all necessary steps.

Who needs a beneficiary change request form?

1. Individuals who have an insurance policy, retirement account, or other types of financial accounts may need a beneficiary change request form. This allows them to update the designated recipient who will receive the benefits or funds upon their death.
2. If you have recently experienced a significant life event such as marriage, divorce, birth, or death in the family, you may need to update your beneficiary information. This ensures that the benefits or funds will be distributed according to your current wishes.
3. It is also a good idea to periodically review and update your beneficiary information to ensure that it aligns with your current circumstances and desires. This can help avoid any complications or disputes over the distribution of assets in the future.

Remember to consult with the respective financial institution or insurance provider regarding their specific requirements and procedures for filling out a beneficiary change request form.

For pdfFiller’s FAQs

What is beneficiary change request form?

The beneficiary change request form is a document used to request a change in the designated beneficiary on an account or policy.

Who is required to file beneficiary change request form?

The account holder or policy owner is required to file the beneficiary change request form.

How to fill out beneficiary change request form?

To fill out the beneficiary change request form, the account holder or policy owner must provide their personal information, the current beneficiary's information, and the new beneficiary's information.

What is the purpose of beneficiary change request form?

The purpose of the beneficiary change request form is to ensure that the correct individual or entity is designated to receive the benefits of the account or policy.

What information must be reported on beneficiary change request form?

The beneficiary change request form must include the account holder or policy owner's personal information, the current beneficiary's information, and the new beneficiary's information.

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