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PO BOX 926169 Houston, TX 77292 Fax: 18557106864Voluntary Benefits Beneficiary Change Form Insureds Name:Policy Number(One Only):Insured\'s Social Security Number: Insured\'s Address: City:State:Insured\'s
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How to fill out voluntary benefits beneficiary change

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How to fill out voluntary benefits beneficiary change

01
Obtain the necessary forms from your HR department or benefits administrator.
02
Fill out the beneficiary change form completely and accurately.
03
Include the full name, relationship to you, and contact information of the new beneficiary.
04
Sign and date the form, and make a copy for your records.
05
Submit the completed form to your HR department or benefits administrator for processing.

Who needs voluntary benefits beneficiary change?

01
Anyone who wants to update their designated beneficiary for their voluntary benefits.
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A voluntary benefits beneficiary change refers to the process of updating or modifying the designated beneficiary for a voluntary benefits plan, such as life insurance or other supplemental benefits.
Typically, any participant in a voluntary benefits plan who wishes to change their designated beneficiary is required to file a voluntary benefits beneficiary change.
To fill out a voluntary benefits beneficiary change, one must obtain the appropriate form from their benefits provider, complete the required fields such as personal information and new beneficiary details, and submit it per the instructions provided.
The purpose of a voluntary benefits beneficiary change is to ensure that the benefits are paid to the correct individual or entity in the event of the policyholder's death or other qualifying events.
Information typically required includes the policyholder's name, policy number, the name and relationship of the new beneficiary, and the signatures of the policyholder and possibly a witness.
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