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Change of Beneficiary Designation Form (TOD) for Community Property StatePrimerica Shareholder Services INSTRUCTIONS: 1.2.3.Please send to:Complete the attached Change of Beneficiary Designation TOD

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How to fill out change of beneficiary designation

01

Obtain the change of beneficiary form from your insurance company or financial institution.

02

Fill out the form completely, providing your personal information as well as the details of the new beneficiary.

03

Make sure to sign and date the form before submitting it to the relevant party.

04

Keep a copy of the completed form for your records.

Who needs change of beneficiary designation?

01

Anyone who has a life insurance policy, retirement account, or investment account with a designated beneficiary may need to fill out a change of beneficiary designation form.

02

This is particularly important if your circumstances have changed and you want to update who will receive the benefits in the event of your death.

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What is change of beneficiary designation?

Change of beneficiary designation is the process of updating the person or entity who will receive the assets of an insurance policy or retirement account upon the death of the account holder or policy owner.

Who is required to file change of beneficiary designation?

The policy owner or account holder is typically required to file a change of beneficiary designation form to update the beneficiaries.

How to fill out change of beneficiary designation?

To fill out a change of beneficiary designation form, the policy owner or account holder must provide their personal information, the information of the current beneficiary, and the information of the new beneficiary.

What is the purpose of change of beneficiary designation?

The purpose of change of beneficiary designation is to ensure that the assets of an insurance policy or retirement account are distributed according to the account holder's wishes.

What information must be reported on change of beneficiary designation?

The change of beneficiary designation form typically requires information such as the full name, date of birth, and relationship to the account holder of the new beneficiary.

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