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BENEFICIARY CHANGE FORM Jones Lang LaSalle Income Property Trust Please Print or TypeForward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219165 Mail Stop: LaSalle Kansas

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How to fill out beneficiary change form jll

01

Obtain the beneficiary change form from JLL.

02

Fill out your personal information including your name, address, and contact details.

03

Provide the details of the current beneficiary including their name and relationship to you.

04

Indicate the new beneficiary by providing their name and relationship to you.

05

Sign and date the form to confirm the changes.

06

Submit the completed form to the appropriate department at JLL.

Who needs beneficiary change form jll?

01

Any individual who wants to update the beneficiary information for their JLL account.

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What is beneficiary change form jll?

The beneficiary change form JLL is a document used to officially update or change the beneficiary designation for a financial account or insurance policy held by JLL (Jones Lang LaSalle).

Who is required to file beneficiary change form jll?

Anyone who wishes to change the designated beneficiary of their account or policy with JLL is required to file the beneficiary change form.

How to fill out beneficiary change form jll?

To fill out the beneficiary change form JLL, you need to provide personal information such as your name, account number, and details of the new beneficiary, including their name and relationship to you.

What is the purpose of beneficiary change form jll?

The purpose of the beneficiary change form JLL is to ensure that the correct individual or entity receives the benefits or assets in the event of the account holder's death.

What information must be reported on beneficiary change form jll?

The information that must be reported on the beneficiary change form JLL includes the account holder's name, account details, the current beneficiary's name, and the new beneficiary's name and contact information.

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