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** PLEASE COMPLETE BOTH SIDES OF THE CHANGE FORM** BENEFICIARY CHANGE FORM I. PARTICIPANT INFORMATION Name Employer Address Phone Number City, State & Zip Email Address Marital Status Married Single

How to fill out beneficiary change form

How to Fill Out Beneficiary Change Form:

1. Obtain the form: Begin by obtaining the beneficiary change form from the appropriate source, such as your employer, insurance company, or financial institution. This form is typically available online or can be requested by contacting the relevant organization.
2. Read the instructions: Before starting to fill out the form, carefully read the accompanying instructions. These instructions will provide important guidance on how to properly complete the form and what information is required.
3. Provide personal information: Begin by providing your personal information, such as your full name, address, contact information, and social security number. This information helps identify and verify your identity as the account or policy holder.
4. Identify the existing beneficiary: Indicate the details of the current beneficiary you wish to change. Include their full name, relationship to you, and any other relevant identifying information. This step is essential to ensure the correct beneficiary is replaced or updated.
5. Select the new beneficiary: Specify the new beneficiary or beneficiaries you want to designate for the account or policy. Include their full names, relationship to you, and any other required details. If there are multiple beneficiaries, you may need to specify the percentage or share each individual should receive.
6. Provide supporting documents if necessary: Some beneficiary change forms may require supporting documents to accompany the form. This can include marriage certificates, birth certificates, or court orders. Be sure to carefully review the instructions to determine if any additional documentation is required.
7. Review and sign the form: Once you have completed all the necessary sections, carefully review the form for accuracy and completeness. Ensure that all required fields are filled out and all information is correct. Finally, sign and date the form in the designated area to certify its accuracy.

Who needs a beneficiary change form?

1. Individuals with life insurance policies: If you have a life insurance policy, you may want to update or change the beneficiary designation if there has been a change in your personal circumstances, such as a marriage, divorce, birth of a child, or death of a beneficiary.
2. Retirement account holders: This form may be required by individuals with retirement accounts, such as 401(k) plans or individual retirement accounts (IRAs). Changing the beneficiary for these accounts can be important to ensure that your assets are distributed according to your wishes after your death.
3. Trust or estate owners: If you have established a trust or have an estate plan, it may be necessary to update the beneficiary designation for assets held within those structures. This ensures that your intended beneficiaries receive the assets as specified in your estate plan.
4. Employees with group benefits: Some employers offer group life insurance or other employee benefits that require a beneficiary designation. If you are an employee covered under such plans, you may need to fill out a beneficiary change form to update or modify the beneficiary designation.

Note: The specific individuals who may need a beneficiary change form can vary depending on the type of account or policy and the regulations governing it. It is advisable to consult with the relevant financial institution or insurance company to determine if you need to make any changes to your beneficiary designation.

For pdfFiller’s FAQs

What is beneficiary change form?

The beneficiary change form is a document used to update the beneficiary information for a specific account or policy.

Who is required to file beneficiary change form?

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

How to fill out beneficiary change form?

You can fill out the beneficiary change form by providing your personal information, the name of the current beneficiary, and the name of the new beneficiary.

What is the purpose of beneficiary change form?

The purpose of the beneficiary change form is to ensure that the correct individual or entity is designated as the beneficiary of an account or policy.

What information must be reported on beneficiary change form?

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

How do I make changes in beneficiary change form?

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