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BENEFICIARY CHANGE FORM Cantor Fitzgerald Investors, LLC Please Print or TypeForward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219206 Mail Stop: Cantor Kansas City,

How to fill out beneficiary change form cantor

How to fill out beneficiary change form cantor

1. Obtain the beneficiary change form from Cantor's official website or your financial advisor.
2. Fill out your personal information at the top of the form, including your name, address, and account number.
3. Specify the current beneficiary's name and relationship to you.
4. Indicate the new beneficiary's name, relationship, and percentage of the benefits they are meant to receive.
5. Review all the information provided for accuracy.
6. Sign and date the form at the designated area.
7. Submit the completed form to Cantor, either by mail or in person, as instructed on the form.

Who needs beneficiary change form cantor?

1. Individuals who want to change the beneficiary of their investment accounts or insurance policies with Cantor.
2. Account holders who are experiencing a life event, such as marriage, divorce, or the birth of a child, that necessitates updating their beneficiaries.
3. Anyone looking to ensure that their assets are distributed according to their current wishes upon their passing.

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What is beneficiary change form cantor?

The beneficiary change form cantor is a document used to formally designate or change the beneficiaries of a financial account or insurance policy, indicating who will receive the account's assets or benefits upon the owner's death.

Who is required to file beneficiary change form cantor?

Typically, account holders or policyowners who want to update or designate beneficiaries for their accounts or policies are required to file the beneficiary change form cantor.

How to fill out beneficiary change form cantor?

To fill out the beneficiary change form cantor, provide your personal information, the details of the accounts or policies involved, and the names and identifying information of the new beneficiaries you wish to designate.

What is the purpose of beneficiary change form cantor?

The purpose of the beneficiary change form cantor is to ensure that assets are transferred according to the account holder's wishes after their demise, thereby avoiding potential legal complications.

What information must be reported on beneficiary change form cantor?

The information that must be reported on the beneficiary change form cantor includes the account owner's details, the policy or account numbers, the names of the new beneficiaries, their relationships to the account holder, and any other required identification information.