Get the free Beneficiary Designation/change

This form is used to designate or change beneficiaries for the insurance coverage provided by the Washington Counties Insurance Fund through Standard Insurance Company. It includes information about primary and contingent beneficiaries, requirements for minor beneficiaries, and instructions for submitting the form to the employer.

How to fill out beneficiary designationchange

How to fill out beneficiary designationchange

1. Obtain the beneficiary designation change form from your insurance company or financial institution.
2. Fill in your personal information at the top of the form, including your name, address, and account number.
3. Identify the current beneficiaries listed and indicate if you wish to remove or change them.
4. Provide the full names, addresses, and relationship to you for the new beneficiaries you want to designate.
5. Specify the percentage of benefits each beneficiary should receive if applicable.
6. Review all information for accuracy to ensure there are no errors.
7. Sign and date the form at the bottom to validate the changes.
8. Submit the completed form according to the instructions provided (mail, fax, or online).
9. Keep a copy of the submitted form for your records.

Who needs beneficiary designationchange?

1. Individuals with life insurance policies.
2. Account holders of retirement accounts (IRA, 401(k), etc.).
3. Trustees of trusts.
4. Anyone wanting to ensure their assets are distributed according to their wishes after death.

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What is beneficiary designation change?

A beneficiary designation change is a formal process through which an individual updates or modifies the beneficiary assigned to a financial account, insurance policy, or retirement plan.

Who is required to file beneficiary designation change?

Anyone who holds a financial account, insurance policy, or retirement plan and wishes to change the designated beneficiary is required to file a beneficiary designation change.

How to fill out beneficiary designation change?

To fill out a beneficiary designation change, obtain the appropriate form from the financial institution or provider, provide your current beneficiary information, enter the new beneficiary details, sign and date the form, and submit it according to the institution's instructions.

What is the purpose of beneficiary designation change?

The purpose of a beneficiary designation change is to ensure that the assets will be distributed according to the individual's current wishes upon their death, providing clarity and legal authority to beneficiaries.

What information must be reported on beneficiary designation change?

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