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Website: www.coughlin.ca/catca-accta Email: catch Coughlin.ca P Box 3517 Station C Ottawa, ON K1Y 4H5 Tel: 613-231-2266 ext 288 1-888-613-1234 ext 288. O. THE — CHANGE OF BENEFICIARY AND NAME FORM

How to fill out change of beneficiary and

How to Fill out Change of Beneficiary:

1. Start by obtaining the change of beneficiary form: The first step in filling out a change of beneficiary is to obtain the necessary form. This can usually be done by contacting the institution or organization that holds the policy or account where the beneficiary needs to be updated.
2. Review the instructions: Once you have the change of beneficiary form, carefully review the instructions provided. These instructions will guide you through the process and may include specific requirements or documentation that needs to be included.
3. Provide your personal information: Begin by providing your personal information as the policy or account holder. This may include your name, address, contact information, and identification details.
4. Identify the current beneficiary: Next, identify the current beneficiary who needs to be changed. Provide their name, relationship to you, and any other relevant details requested on the form. It is important to accurately identify the current beneficiary to ensure the smooth processing of the change.
5. Specify the new beneficiary: After identifying the current beneficiary, clearly state the details of the new beneficiary. This includes their full name, relationship to you, and any additional information required. Make sure to double-check the accuracy of the new beneficiary's information to avoid any issues in the future.
6. Include supporting documentation if required: Some change of beneficiary forms may require supporting documentation to be submitted along with the completed form. This could include legal documents, such as marriage certificates or birth certificates, to verify the relationship between the account holder and the new beneficiary. Review the instructions carefully and include any necessary documentation to ensure the validity of the change.
7. Sign and date the form: Once you have completed all the necessary sections and attached any required documentation, sign and date the form. Ensure that the signature matches the name provided earlier to avoid any discrepancies.

Who Needs Change of Beneficiary:

1. Life insurance policyholders: Life insurance policies often have designated beneficiaries who would receive the policy proceeds in the event of the policyholder's death. If the policyholder wishes to change the designated beneficiary, they would need to complete a change of beneficiary form.
2. Retirement account holders: Retirement accounts, such as IRAs or 401(k)s, also require designated beneficiaries to be named. If the account holder wants to update or change the beneficiaries of their retirement account, they would need to fill out a change of beneficiary form.
3. Trustee or estate administrators: In cases where a trust or estate is involved, the trustee or estate administrator may need to fill out a change of beneficiary form to update the beneficiaries of the trust or estate.

In conclusion, filling out a change of beneficiary form requires obtaining the form, providing personal information, identifying the current and new beneficiaries, including any required documentation, and signing and dating the form. This process is often necessary for life insurance policyholders, retirement account holders, and trustees or estate administrators.

For pdfFiller’s FAQs

What is change of beneficiary and?

Change of beneficiary is a process where the policyholder updates the designated recipient of benefits on a life insurance policy or retirement account.

Who is required to file change of beneficiary and?

The policyholder or account holder is required to file a change of beneficiary form in order to update the designated recipient of benefits.

How to fill out change of beneficiary and?

To fill out a change of beneficiary form, the policyholder must provide their personal information, details of the new beneficiary, and sign and date the form.

What is the purpose of change of beneficiary and?

The purpose of change of beneficiary is to ensure that the intended recipient of benefits receives the proceeds from the policy or account.

What information must be reported on change of beneficiary and?

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

How can I send change of beneficiary and for eSignature?

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