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Beneficiary Change Request Minnesota Life Insurance Company a Security Financial company Annuity Services PO Box 64628, St. Paul, MN 551640628 18003623141 Fax 6516657942Please complete the following

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How to fill out beneficiary change request use

01

Obtain the beneficiary change request form from your insurance provider or financial institution.

02

Read the instructions carefully before filling out the form.

03

Provide your personal information, including your name, address, and policy or account number.

04

List the current beneficiary or beneficiaries, including their names and relationship to you.

05

Enter the new beneficiary information, ensuring it is complete and accurate.

06

Specify the percentage of the benefit each new beneficiary should receive if applicable.

07

Sign and date the form at the designated area.

08

Submit the completed form to your insurance provider or financial institution as instructed.

Who needs beneficiary change request use?

01

Individuals who own life insurance policies.

02

Account holders of retirement plans or investment accounts.

03

Policyholders who wish to update or change their beneficiaries due to life events such as marriage, divorce, or the birth of a child.

04

Trustees managing assets that require designated beneficiaries.

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What is beneficiary change request use?

A beneficiary change request is a formal document used to update or change the designated beneficiary for financial accounts, insurance policies, or retirement plans.

Who is required to file beneficiary change request use?

The account or policy holder who wishes to change the beneficiary on an account, policy, or plan is required to file a beneficiary change request.

How to fill out beneficiary change request use?

To fill out a beneficiary change request, provide the required personal information, list the current beneficiary's details, identify the new beneficiary, and sign the document according to the institution's guidelines.

What is the purpose of beneficiary change request use?

The purpose of a beneficiary change request is to ensure that the account holder's assets are distributed according to their wishes upon their death, and to update any changes in personal circumstances.

What information must be reported on beneficiary change request use?

The request must typically include the account holder's information, details of the current beneficiary, information on the new beneficiary, and any relevant account or policy numbers.

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