Get the free Change of Beneficiary Form due to death or disability of Beneficiary

CHANGE OF BENEFICIARY PURCHASER S NAME: KEPT ACCOUNT NUMBER: ORIGINAL BENEFICIARY: PROJECTED ENROLLMENT YEAR: PLEASE PROVIDE REASON FOR REQUEST THE FOLLOWING INFORMATION IS REQUESTED FOR THE SUBSTITUTE

How to fill out change of beneficiary form

How to fill out a change of beneficiary form:

1. Gather the necessary information: Start by gathering all the required information for the change of beneficiary form. This may include the original policy or account information, the current beneficiary's details, and the new beneficiary's information.
2. Read the instructions: Before filling out the form, carefully read the instructions provided. These instructions will outline the specific requirements and steps you need to follow to successfully complete the form.
3. Provide the policy or account details: Fill in the required information about the policy or account for which you want to change the beneficiary. This may include the policy or account number, the name of the insurance or financial institution, and the type of policy or account.
4. Identify the current beneficiary: Provide the details of the current beneficiary. Include their full name, date of birth, contact information, and any other required information indicated on the form.
5. Indicate the new beneficiary: Provide the details of the new beneficiary you wish to designate. Include their full name, date of birth, contact information, and any other necessary details specified on the form.
6. Sign and date the form: Once you have completed all the necessary sections, sign and date the form as indicated. This signifies that the information provided is accurate and that you have the authority to make the change.
7. Submit the form: After filling out the change of beneficiary form, follow the instructions on how to submit it. This may involve mailing it to the appropriate department or submitting it online.

Who needs a change of beneficiary form?

1. Individuals with life insurance policies: Life insurance policyholders may need to update their beneficiaries if their circumstances change. This could include getting married, divorced, having children, or experiencing the death of a beneficiary.
2. Retirement account holders: Those with retirement accounts, such as IRAs or 401(k)s, may need to change beneficiaries to ensure their assets are distributed according to their wishes after they pass away.
3. Trust or estate planners: Individuals who have set up trusts or estate plans may need to update their beneficiaries if there are changes in their family or if they want to distribute their assets differently.
4. Executors or administrators of estates: Executors or administrators who are responsible for distributing the assets of an estate according to the deceased's wishes may need to fill out change of beneficiary forms to ensure that the intended beneficiaries receive their shares.

Remember, it is always important to consult with a legal or financial professional when making changes to beneficiary designations to ensure that all legal requirements are met and your wishes are properly documented.

For pdfFiller’s FAQs

What is change of beneficiary form?

A change of beneficiary form is a document that allows the policyholder of an insurance policy or retirement account to designate a new recipient for the benefits.

Who is required to file change of beneficiary form?

The policyholder or account owner is required to file a change of beneficiary form if they want to update the designated recipient of the benefits.

How to fill out change of beneficiary form?

To fill out a change of beneficiary form, you typically need to provide your personal information, the current beneficiary's information, and the new beneficiary's information.

What is the purpose of change of beneficiary form?

The purpose of a change of beneficiary form is to ensure that the benefits of an insurance policy or retirement account are distributed according to the policyholder's wishes.

What information must be reported on change of beneficiary form?

The change of beneficiary form should include the policyholder's name, policy or account number, current beneficiary's name, and new beneficiary's name.

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