Get the free Request to select/change beneficiary

Request to select/change beneficiary For use by structured settlement annuitants/payees only The Prudential Insurance Company of America Prudential Retirement P.O. Box 7960 P.O. Box 70197 Philadelphia,

How to fill out request to selectchange beneficiary

How to fill out request to select/change beneficiary:

1. Begin by filling out your personal information. Include your full name, address and contact information.
2. Next, provide the necessary details about the policy or account for which you are requesting to select/change a beneficiary. Include the policy/account number, type of policy/account, and any other relevant information.
3. Clearly state the reason for your request, indicating whether you want to select a new beneficiary or change an existing one. If you are changing an existing beneficiary, provide their current information and explain the reason for the change.
4. Specify the new beneficiary's details if applicable. Include their full name, relationship to you, address and contact information.
5. Clearly sign and date the request form, certifying that the information provided is accurate and that you are authorized to make changes to the beneficiary designation.
6. If required, attach any supporting documents or forms that are necessary for the beneficiary selection/change process.
7. Double-check all the information before submitting the request form to ensure accuracy.

Who needs a request to select/change beneficiary?

1. Individuals who have a life insurance policy and wish to update the beneficiary designation.
2. People who have retirement accounts such as 401(k) or IRA and want to select a beneficiary or change the existing one.
3. Anyone with any other type of financial account or investment that allows for beneficiary designations and requires a request to initiate the selection/change process.

For pdfFiller’s FAQs

What is request to select/change beneficiary?

A request to select/change beneficiary is a form or document used to designate or update the individual who will receive certain benefits or assets upon the death of the policyholder or account holder.

Who is required to file request to select/change beneficiary?

The policyholder or account holder is typically required to file the request to select/change beneficiary.

How to fill out request to select/change beneficiary?

The request to select/change beneficiary form usually requires the individual to provide their personal information, the name of the new beneficiary, and their relationship to the policyholder or account holder.

What is the purpose of request to select/change beneficiary?

The purpose of the request to select/change beneficiary is to ensure that the benefits or assets are distributed according to the wishes of the policyholder or account holder.

What information must be reported on request to select/change beneficiary?

The request to select/change beneficiary form typically requires information such as the full name, date of birth, and relationship of the new beneficiary.

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