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What You Need to Know AboutChanging Your Beneficiary or Monthly Benefit After RetirementlearnchoosesubmitIntroduction After you retire, certain life events can impact your CalPERS benefits. This publication

How to fill out changing your beneficiary

How to fill out changing your beneficiary

1. Obtain the beneficiary change form from your financial institution or insurance provider.
2. Fill in your personal information, including your name, account number, and contact information.
3. Provide the details of your current beneficiary, including their name and relationship to you.
4. Enter the new beneficiary's information, ensuring it includes their name, contact information, and relationship to you.
5. Sign and date the form, confirming that you wish to make the change.
6. Submit the completed form to your financial institution or insurance provider.

Who needs changing your beneficiary?

1. Individuals who have had life changes such as marriage, divorce, or the birth of a child.
2. People looking to update their estate plans.
3. Account holders who wish to add or change beneficiaries on retirement accounts, insurance policies, or wills.

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What is changing your beneficiary?

Changing your beneficiary refers to the process of updating the individual or entity designated to receive benefits or assets from a financial account, insurance policy, or retirement plan in the event of the account holder's death.

Who is required to file changing your beneficiary?

Typically, the account holder or policy owner is required to file a change of beneficiary form with their financial institution or insurance company.

How to fill out changing your beneficiary?

To fill out a change of beneficiary form, provide your personal information, specify the current beneficiary, indicate the new beneficiary's details, and sign the form. Ensure to follow any specific instructions provided by the institution.

What is the purpose of changing your beneficiary?

The purpose of changing your beneficiary is to ensure that your assets are distributed according to your current wishes, especially after life changes such as marriage, divorce, or the birth of a child.

What information must be reported on changing your beneficiary?

The information typically required includes the account holder's name and contact details, the current beneficiary's name, the new beneficiary's name, relationship to the account holder, and possibly their Social Security number or date of birth.