Get the free Assignment of Beneficiary Interest In Deed of Trust template

Get Form

Show details

An assignment by a beneficiary of his or her interest in a trust is usually regarded as a transfer of a right, title, or estate in property rather than a chose in action (like an account receivable).

We are not affiliated with any brand or entity on this form

Fill out

Complete the form online in a simple drag-and-drop editor.

eSign

Add your legally binding signature or send the form for signing.

Share

Share the form via a link, letting anyone fill it out from any device.

Export

Download, print, email, or move the form to your cloud storage.

Why choose pdfFiller for your legal forms?

Learn more about security

All-in-one solution

pdfFiller offers a PDF editor, eSignatures, file sharing, collaboration tools, and secure storage—all in one place.

Easy to use

pdfFiller is simple, cloud-based, has a mobile app, and requires no downloads or a steep learning curve.

Secure and compliant

With encryption, user authentication, and certifications like HIPAA, SOC 2 Type II, and PCI DSS, pdfFiller keeps sensitive legal forms secure.

What is assignment of beneficiary interest

An assignment of beneficiary interest is a legal document that transfers the rights of a beneficiary in a trust or policy to another party.

pdfFiller scores top ratings on review platforms

Would of liked to move things around… Would of liked to move things around more and a better selection of font

Jo Arnoup

Awesome Awesome feature, the best I have ever used.

Khuthadzo Nesane

Amazing software Amazing software, Unreal flexibility for the price. Only thing I would change is possibly the phone numbers as we are not all in US. All in all, saves hours a week.

Graeme Paterson

Easy to upload documents and edit or… Easy to upload documents and edit or sign.

Stacey S

Easy to use Easy to use, and a life saver

Angelica Watts

Easy to use Easy to use! Great addition to operating any business.Charlie

charlie

Show more Show less

Fill fillable assignment of beneficiary interest form: Try Risk Free

Rate free assignment of beneficiary interest form

4.8

satisfied

32 votes

Who needs assignment of beneficiary interest?

Explore how professionals across industries use pdfFiller.

Assignment of beneficiary interest is needed by:

Individuals transferring their beneficiary rights.
Trustees managing trust assets.
Estate planners for tax purposes.
Beneficiaries wanting to assign interests to heirs or third parties.
Financial advisors assisting clients with estate planning.

How to fill out the assignment of beneficiary interest

1.

Start by downloading the assignment of beneficiary interest form from pdfFiller.
2.

Open the document in pdfFiller’s editor.
3.

Begin by filling out the section with your name and contact information in the designated fields.
4.

Next, enter the name of the original beneficiary and the applicable policy or trust number.
5.

Fill in the name of the new beneficiary, ensuring you include their contact details accurately.
6.

In the description section, clearly state the share or percentage of interest being transferred.
7.

Review all the filled details to make sure they are accurate and complete.
8.

Once confirmed, sign the document in the designated signature area and date it.
9.

If necessary, have the new beneficiary sign to acknowledge the assignment.
10.

Finally, save and download the completed form, or share it directly with concerned parties using pdfFiller’s sharing options.