Get the free Change of Beneficiary form - PAX World

PA G E 1 O F 2 Regular mail: Pax World Mutual Funds PO Box 55370 Boston MA 02205-5370 Overnight mail: Pax World Mutual Funds c/o BEDS 30 Dan Road, Suite #55370 Canton, MA 02021-2809 Telephone: 800.372.7827

How to fill out change of beneficiary form

How to fill out change of beneficiary form:

1. Obtain the form: The first step is to obtain the change of beneficiary form from the relevant institution or insurance company. It may be available online or you may need to request it directly.
2. Read the instructions: Carefully read the instructions provided with the form. This will ensure that you understand the purpose of the form and how to correctly fill it out.
3. Provide personal information: Fill in your personal information accurately. This typically includes your full name, address, contact details, and any identification numbers required.
4. Identify the policy or account: Indicate the specific policy or account for which you are making the beneficiary change. Include any related details such as policy numbers or account names.
5. Specify beneficiaries: Clearly state the names and relevant details of the new beneficiaries you wish to add or make changes to. If you are removing a beneficiary, clearly state that as well.
6. Clarify percentages or shares: If the policy or account allows for multiple beneficiaries, specify the percentage or share that each beneficiary should receive. Ensure that the total allocation adds up to 100%.
7. Provide signatures and dates: Sign the form in the designated areas and include the date of signing. If required, have the form witnessed or notarized by a relevant authority.

Who needs change of beneficiary form:

1. Policyholders: Individuals who have an insurance policy, such as life insurance, may need to fill out a change of beneficiary form to update or alter the individuals who would receive the benefits upon their death.
2. Account holders: Individuals with various financial accounts, such as retirement accounts or investment accounts, may also need to complete change of beneficiary forms to ensure that their assets are distributed according to their wishes.
3. Estate planners: Professionals in the field of estate planning may require change of beneficiary forms to facilitate the distribution of assets and ensure they align with their clients' objectives and strategies.

It is important to note that who needs a change of beneficiary form may vary depending on individual circumstances and the specific policies or accounts held. It is recommended to consult with a financial advisor or legal professional to determine if and when a change of beneficiary form is necessary.

For pdfFiller’s FAQs

What is change of beneficiary form?

Change of beneficiary form is a legal document used to update the designated recipient of benefits or assets in case of the original beneficiary's death or other circumstances.

Who is required to file change of beneficiary form?

The policyholder or account owner is typically required to file the change of beneficiary form to update the beneficiary designation.

How to fill out change of beneficiary form?

To fill out a change of beneficiary form, you will 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 the change of beneficiary form is to ensure that benefits or assets are directed to the correct recipient upon the policyholder's or account owner's death.

What information must be reported on change of beneficiary form?

The change of beneficiary form typically requires the name, contact information, social security number, and relationship to the policyholder or account owner of both the current and new beneficiaries.

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