Get the free Beneficiary Change Request

Use this form to change the Beneficiary on an existing MassMutual policy. It includes sections for individual and entity beneficiary information, disclosures, and submission instructions.

How to fill out beneficiary change request

How to fill out beneficiary change request

1. Obtain the beneficiary change request form from your financial institution or insurance provider.
2. Read the instructions carefully to ensure you understand the process.
3. Fill out your personal information, including your name, contact information, and policy or account number.
4. Specify the current beneficiaries by providing their names, relationships, and any relevant details.
5. List the new beneficiaries you wish to designate, including their names, relationships, and necessary details.
6. Indicate any percentages or specific amounts allocated to each new beneficiary, if applicable.
7. Sign and date the form to validate your request.
8. Submit the completed form to your financial institution or insurance provider, following their submission guidelines.
9. Keep a copy of the submitted form for your records.

Who needs beneficiary change request?

1. Individuals who wish to update or change the beneficiaries on their life insurance policies or retirement accounts need to complete a beneficiary change request.
2. Trustees or estate planners who manage assets for clients may also need this form to ensure that beneficiaries are accurately designated.
3. Anyone experiencing a life event, such as marriage, divorce, or the birth of a child, may consider changing beneficiaries and thus require this request.

For pdfFiller’s FAQs

Where do I find beneficiary change request?

The pdfFiller premium subscription gives you access to a large library of fillable forms (over 25 million fillable templates) that you can download, fill out, print, and sign. In the library, you'll have no problem discovering state-specific beneficiary change request and other forms. Find the template you want and tweak it with powerful editing tools.

Can I sign the beneficiary change request electronically in Chrome?

Yes. By adding the solution to your Chrome browser, you may use pdfFiller to eSign documents while also enjoying all of the PDF editor's capabilities in one spot. Create a legally enforceable eSignature by sketching, typing, or uploading a photo of your handwritten signature using the extension. Whatever option you select, you'll be able to eSign your beneficiary change request in seconds.

How do I edit beneficiary change request on an Android device?

Yes, you can. With the pdfFiller mobile app for Android, you can edit, sign, and share beneficiary change request on your mobile device from any location; only an internet connection is needed. Get the app and start to streamline your document workflow from anywhere.

What is beneficiary change request?

A beneficiary change request is a formal document submitted to change the designated beneficiary of a financial account, insurance policy, or retirement plan.

Who is required to file beneficiary change request?

The account holder or policy owner is required to file a beneficiary change request to officially update or modify the beneficiary information.

How to fill out beneficiary change request?

To fill out a beneficiary change request, provide the required personal information, specify the current and new beneficiaries, and sign the document, ensuring it meets the institution's requirements.

What is the purpose of beneficiary change request?

The purpose of a beneficiary change request is to ensure that the financial assets are passed on to the intended individual or entity upon the account holder's death.

What information must be reported on beneficiary change request?

The information required typically includes the account or policy number, personal details of the account holder, current beneficiary information, new beneficiary details, and the account holder's signature.