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This document is a beneficiary change request form for members of the IEEE Group Insurance Plan. It allows insured members to designate or update beneficiaries for their life insurance policy, ensuring that benefits are distributed according to the member\'s wishes in compliance with insurance regulations.

How to fill out beneficiary change request

How to fill out beneficiary change request

1. Obtain the beneficiary change request form from your insurance provider or financial institution.
2. Fill in your personal information, including your name, policy number, and contact details.
3. Identify the current beneficiaries by name and relationship to you.
4. Clearly specify the new beneficiaries you wish to designate, including their names and relationships.
5. Indicate the percentage of the benefit each new beneficiary should receive, if applicable.
6. Sign and date the form to authenticate your request.
7. Submit the completed form to your insurance provider or financial institution according to their instructions.

Who needs beneficiary change request?

1. Individuals who want to alter the beneficiaries on their life insurance policy.
2. Policyholders who have experienced changes in personal circumstances, such as marriage or divorce.
3. People who wish to ensure their assets are distributed according to their current wishes.

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What is beneficiary change request?

A beneficiary change request is a formal document submitted to an institution or organization to update or change the designated beneficiary of an account, policy, or investment.

Who is required to file beneficiary change request?

The account holder or policy owner is required to file a beneficiary change request to designate or update the beneficiaries of their accounts or policies.

How to fill out beneficiary change request?

To fill out a beneficiary change request, the person should provide their personal information, details of the account or policy, and the information of the new beneficiary, including their name, relationship, and contact information.

What is the purpose of beneficiary change request?

The purpose of a beneficiary change request is to ensure that the correct individuals or entities receive the benefits of an account or policy upon the account holder's death or in accordance with specific wishes.

What information must be reported on beneficiary change request?

The information that must be reported includes the account holder's identity, account or policy details, the name and relationship of the new beneficiary, and any relevant identification details of the beneficiary.