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CHANGING YOUR BENEFICIARY OR BENEFIT OPTION Revised December 2017CONTENTS Cobeneficiary Changes Under the ERA Benefit Structure....................1 Cobeneficiary Changes Under the DPS Benefit Structure.....................

How to fill out changing your cobeneficiary

To fill out changing your cobeneficiary, follow these steps:

1. Start by locating the necessary forms. These forms can typically be found on your financial institution's website or by contacting your account manager.
2. Review the instructions and requirements provided with the forms. It's important to understand the specific guidelines and documentation needed to make changes to your cobeneficiary.
3. Fill out the forms accurately and completely. Provide all requested personal information, including your name, contact details, and account information. Additionally, ensure you include the information of the cobeneficiary you wish to change.
4. Double-check the accuracy of the information you have provided. Mistakes or incomplete information may cause delays in processing your request.
5. Sign and date the forms as required. Depending on the institution, you may need to have your signature notarized or witnessed. Follow the instructions provided to complete this step correctly.
6. Submit the completed forms along with any required supporting documentation. This may include identification documents, such as a copy of your driver's license or passport, as well as any relevant legal documents if applicable.
7. Consider keeping a copy of the completed forms and any supporting documentation for your records. It can be helpful to have this information on hand in case any further inquiries arise.

Now, let's discuss who needs changing your cobeneficiary:

1. Individuals who want to update their cobeneficiary on a financial account or insurance policy. This could be due to a change in personal circumstances, such as a divorce, marriage, or the birth of a child.
2. People who want to ensure that their financial assets are distributed according to their current wishes. Changing your cobeneficiary allows you to designate a new individual or organization to receive the benefits or proceeds in the event of your passing.
3. Those who want to review and update their estate planning documents. Changing your cobeneficiary can be an important part of estate planning and ensuring your assets are distributed correctly.

Overall, changing your cobeneficiary is a process that individuals go through to update their chosen beneficiary on financial accounts or insurance policies. It's important to follow the required steps and provide accurate information to ensure the change is successfully processed.

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What is changing your cobeneficiary?

Changing your cobeneficiary involves updating the designated individual or entity who will receive benefits from your policy or account in case of your death.

Who is required to file changing your cobeneficiary?

The policy or account holder is required to file changing your cobeneficiary.

How to fill out changing your cobeneficiary?

To fill out changing your cobeneficiary, the policy or account holder must contact their insurance company or financial institution to request the necessary forms and follow the outlined steps for updating beneficiaries.

What is the purpose of changing your cobeneficiary?

The purpose of changing your cobeneficiary is to ensure that the benefits from your policy or account are directed to the intended individual or entity.

What information must be reported on changing your cobeneficiary?

The policy or account holder must provide the updated information for the new cobeneficiary, including their full name, date of birth, relationship to the policyholder, and percentage of benefits to be received.