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Beneficiary Designation
Security Life Insurance Company Minnesota Life Insurance Company
Employer namePolicy numberUnited Pentecostal Church International, Inc.8510900Insureds name (first, middle
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How to fill out keep beneficiary designations current
How to fill out keep beneficiary designations current
01
Regularly review your beneficiary designations on retirement accounts, life insurance policies, and other assets.
02
Update beneficiary information whenever you have a major life event, such as marriage, divorce, or the birth of a child.
03
Ensure that your listed beneficiaries are still living and are the individuals or entities you wish to receive the assets.
Who needs keep beneficiary designations current?
01
Anyone who has retirement accounts, life insurance policies, or other assets with designated beneficiaries should keep their beneficiary designations current.
02
It is especially important for individuals who have experienced major life changes, such as getting married or divorced, to update their beneficiary designations.
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What is keep beneficiary designations current?
Keep beneficiary designations current refers to regularly updating the beneficiaries listed on your accounts or policies to ensure that they reflect your current wishes.
Who is required to file keep beneficiary designations current?
Individuals who have accounts or policies with designated beneficiaries are required to keep beneficiary designations current.
How to fill out keep beneficiary designations current?
You can fill out keep beneficiary designations current by contacting your financial institution or insurance company and updating the beneficiary information on your accounts or policies.
What is the purpose of keep beneficiary designations current?
The purpose of keep beneficiary designations current is to ensure that the assets in your accounts or policies are distributed according to your current wishes upon your death.
What information must be reported on keep beneficiary designations current?
On keep beneficiary designations current, you must report the full name, date of birth, and relationship to you of each designated beneficiary.
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