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CHANGE / DESIGNATION OF CONTINGENT BENEFICIARYPOLICY DESCRIPTION Policy no. Life Insured :certificate no:Group n. CURRENT CONTINGENT BENEFICIARY(IES):NEW CONTINGENT BENEFICIARY(IES)1. Name : ______date

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How to fill out change of beneficiary designation

01

Gather the necessary paperwork, such as the change of beneficiary form from your insurance or financial institution.

02

Fill out the form with the updated beneficiary information, including their full name, date of birth, and relationship to you.

03

Sign and date the form in the designated areas to confirm the changes.

04

Submit the completed form to your insurance company or financial institution for processing.

Who needs change of beneficiary designation?

01

Anyone who wants to update their designated beneficiaries on their insurance policies or financial accounts.

02

Individuals who have experienced a major life event such as marriage, divorce, birth of a child, or death of a beneficiary.

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What is change of beneficiary designation?

A change of beneficiary designation is when someone updates the person or entity who will receive the benefits of a certain financial account or insurance policy upon the death of the account holder or policyholder.

Who is required to file change of beneficiary designation?

The account holder or policyholder is usually the one required to file a change of beneficiary designation.

How to fill out change of beneficiary designation?

To fill out a change of beneficiary designation, one typically needs to obtain the appropriate form from the financial institution or insurance company, provide the necessary information, and submit the form according to the company's guidelines.

What is the purpose of change of beneficiary designation?

The purpose of a change of beneficiary designation is to ensure that the benefits of a financial account or insurance policy are distributed according to the account holder's or policyholder's wishes.

What information must be reported on change of beneficiary designation?

The change of beneficiary designation form typically requires information such as the account holder's or policyholder's name, the new beneficiary's name, relationship to the account holder or policyholder, and contact information.

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